RWS
GROZ

Retirement Wealth Solutions’s Zacks Focus Growth ETF GROZ Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-123
Closed -$3.67K – 863
2025
Q4 		$3.67K Buy
123
+5
+4% +$149 ﹤0.01% 359
2025
Q3 		$3.46K Buy
118
+14
+13% +$388 ﹤0.01% 369
2025
Q2 		$2.75K Sell
104
-40
-28% -$950 ﹤0.01% 363
2025
Q1 		$3.21K Buy
144
+64
+80% +$1.56K ﹤0.01% 338
2024
Q4 		$1.97K Buy
+80
New +$2.03K ﹤0.01% 364

Other funds holding GROZ

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $230M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Retirement Wealth Solutions's GROZ Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of Zacks Focus Growth ETF (GROZ) in Q1 2026, closing a stake of 123 shares — an estimated $3.67K sold.

Retirement Wealth Solutions first reported a position in GROZ in Q4 2024 and held it in 5 quarters. The position peaked at $3.67K in Q4 2025. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining Zacks Focus Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 123 Zacks Focus Growth ETF shares in Q1 2026, an estimated $3.67K.
  • Retirement Wealth Solutions first reported a position in Zacks Focus Growth ETF in Q4 2024 and held it in 5 quarters.
  • Retirement Wealth Solutions's Zacks Focus Growth ETF position peaked at $3.67K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.