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
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

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
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
MCM
M1 Capital Management Bloomfield Hills, Michigan $217M AUM 21.38% 1-Year Est. Return

Prosperity Financial Group's GROZ Position: Q1 2026 in Review

Prosperity Financial Group reduced its Zacks Focus Growth ETF (GROZ) stake by 3.7% in Q1 2026, selling an estimated $144K and leaving 127,873 shares worth $3.53M. The position accounts for 1.3% of the portfolio, ranked #22.

Prosperity Financial Group first reported a position in GROZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.96M in Q4 2025. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Prosperity Financial Group held 127,873 shares of Zacks Focus Growth ETF worth $3.53M as of Q1 2026.
  • Prosperity Financial Group sold 4,961 Zacks Focus Growth ETF shares in Q1 2026, an estimated $144K.
  • Zacks Focus Growth ETF made up 1.3% of Prosperity Financial Group's portfolio in Q1 2026, its #22 holding.
  • Prosperity Financial Group first reported a position in Zacks Focus Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Prosperity Financial Group's Zacks Focus Growth ETF position peaked at $3.96M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.