Revisor Wealth Management
GROZ icon

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

Revisor 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
Q3 		$525K Sell
15,689
-520
-3% -$17K 0.13% 173
2026
Q2 		$515K Buy
16,209
+812
+5% +$25.2K 0.12% 190
2026
Q1 		$424K Buy
15,397
+8,169
+113% +$238K 0.12% 188
2025
Q4 		$215K Buy
+7,228
New +$216K 0.06% 301

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Revisor Wealth Management's GROZ Position: Q3 2026 in Review

Revisor Wealth Management reduced its Zacks Focus Growth ETF (GROZ) stake by 3.2% in Q3 2026, selling an estimated $17K and leaving 15,689 shares worth $525K. The position accounts for 0.13% of the portfolio, ranked #173.

Revisor Wealth Management first reported a position in GROZ in Q4 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold GROZ as of Q3 2026.

  • Revisor Wealth Management held 15,689 shares of Zacks Focus Growth ETF worth $525K as of Q3 2026.
  • Revisor Wealth Management sold 520 Zacks Focus Growth ETF shares in Q3 2026, an estimated $17K.
  • Zacks Focus Growth ETF made up 0.13% of Revisor Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Revisor Wealth Management first reported a position in Zacks Focus Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.