LPL Financial
GROZ icon

LPL Financial’s Zacks Focus Growth ETF GROZ Stock Holding History

LPL Financial’s Portfolio GROZ Stock Details GROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.42M Buy
130,618
+56,569
+76% +$1.85M ﹤0.01% 2951
2026
Q2 		$2.35M Buy
+74,049
New +$2.3M ﹤0.01% 3575

Other funds holding GROZ

Strive Financial Group
Strive Financial Group Carmel, Indiana $316M AUM 17.91% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $133M AUM 13.39% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Prosperity Financial Group
Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
M1 Capital Management
M1 Capital Management Bloomfield Hills, Michigan $270M AUM 19.11% 1-Year Est. Return

LPL Financial's GROZ Position: Q3 2026 in Review

LPL Financial increased its Zacks Focus Growth ETF (GROZ) stake by 76% in Q3 2026, buying an estimated $1.85M and bringing the position to 130,618 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

LPL Financial first reported a position in GROZ in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold GROZ as of Q3 2026.

  • LPL Financial held 130,618 shares of Zacks Focus Growth ETF worth $4.42M as of Q3 2026.
  • LPL Financial bought 56,569 Zacks Focus Growth ETF shares in Q3 2026, an estimated $1.85M.
  • Zacks Focus Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2951 holding.
  • LPL Financial first reported a position in Zacks Focus Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.