Simplicity Wealth
GROZ icon

Simplicity Wealth’s Zacks Focus Growth ETF GROZ Stock Holding History

Simplicity Wealth’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 		$211K Buy
+6,248
New +$204K 0.01% 1002
2025
Q4 		– Sell
-21,894
Closed -$642K – 792
2025
Q3 		$642K Buy
+21,894
New +$606K 0.04% 390

Other funds holding GROZ

Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Prosperity Financial Group
Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Simplicity Wealth's GROZ Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Zacks Focus Growth ETF (GROZ) in Q3 2026: 6,248 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in GROZ as recently as Q3 2025.

Simplicity Wealth first reported a position in GROZ in Q3 2025 and has held it in 2 quarters since. The position peaked at $642K in Q3 2025. 22 funds tracked by Wall St. Rank hold GROZ as of Q3 2026.

  • Simplicity Wealth held 6,248 shares of Zacks Focus Growth ETF worth $211K as of Q3 2026.
  • Zacks Focus Growth ETF was a new Simplicity Wealth position in Q3 2026.
  • Zacks Focus Growth ETF made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #1002 holding.
  • Simplicity Wealth first reported a position in Zacks Focus Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's Zacks Focus Growth ETF position peaked at $642K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.