PFG
GROZ

Prosperity Financial Group’s Zacks Focus Growth ETF GROZ Stock Holding History

Prosperity Financial Group’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
Q2 		$4.15M Buy
130,667
+2,794
+2% +$86.6K 1.29% 22
2026
Q1 		$3.53M Sell
127,873
-4,961
-4% -$144K 1.3% 22
2025
Q4 		$3.96M Buy
132,834
+6,268
+5% +$187K 1.42% 21
2025
Q3 		$3.71M Buy
126,566
+5,790
+5% +$160K 1.36% 20
2025
Q2 		$3.2M Buy
120,776
+5,525
+5% +$131K 1.36% 24
2025
Q1 		$2.57M Buy
+115,251
New +$2.81M 1.28% 26

Other funds holding GROZ

SFG
Strive Financial Group Carmel, Indiana $230M AUM
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
M1 Capital Management Bloomfield Hills, Michigan $271M AUM 27.7% 1-Year Est. Return

Prosperity Financial Group's GROZ Position: Q2 2026 in Review

Prosperity Financial Group increased its Zacks Focus Growth ETF (GROZ) stake by 2.2% in Q2 2026, buying an estimated $86.6K and bringing the position to 130,667 shares worth $4.15M. The position accounts for 1.29% of the portfolio, ranked #22.

Prosperity Financial Group first reported a position in GROZ in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • Prosperity Financial Group held 130,667 shares of Zacks Focus Growth ETF worth $4.15M as of Q2 2026.
  • Prosperity Financial Group bought 2,794 Zacks Focus Growth ETF shares in Q2 2026, an estimated $86.6K.
  • Zacks Focus Growth ETF made up 1.29% of Prosperity Financial Group's portfolio in Q2 2026, its #22 holding.
  • Prosperity Financial Group first reported a position in Zacks Focus Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.