PPWM
GROZ

Paragon Private Wealth Management’s Zacks Focus Growth ETF GROZ Stock Holding History

Paragon Private Wealth Management’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
Q1 		$250K Buy
9,081
+2,028
+29% +$59K 0.08% 200
2025
Q4 		$210K Buy
+7,053
New +$210K 0.06% 212

Other funds holding GROZ

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $189M AUM
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Paragon Private Wealth Management's GROZ Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Zacks Focus Growth ETF (GROZ) stake by 29% in Q1 2026, buying an estimated $59K and bringing the position to 9,081 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #200.

Paragon Private Wealth Management first reported a position in GROZ in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Paragon Private Wealth Management held 9,081 shares of Zacks Focus Growth ETF worth $250K as of Q1 2026.
  • Paragon Private Wealth Management bought 2,028 Zacks Focus Growth ETF shares in Q1 2026, an estimated $59K.
  • Zacks Focus Growth ETF made up 0.08% of Paragon Private Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Paragon Private Wealth Management first reported a position in Zacks Focus Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.