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
2025 Q4	–	Sell	-21,894	Closed	-$642K	–	792
2025 Q3	$642K	Buy	+21,894	New	+$606K	0.04%	390

Other funds holding GROZ

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

Strive Financial Group Carmel, Indiana $189M AUM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $179M AUM

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Simplicity Wealth's GROZ Position: Q4 2025 in Review

Simplicity Wealth sold out of Zacks Focus Growth ETF (GROZ) in Q4 2025, closing a stake of 21,894 shares — an estimated $642K sold.

Simplicity Wealth first reported a position in GROZ in Q3 2025 and held it in 1 quarter. The position peaked at $642K in Q3 2025. 39 funds tracked by Wall St. Rank hold GROZ as of Q4 2025.

Simplicity Wealth reported no remaining Zacks Focus Growth ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 21,894 Zacks Focus Growth ETF shares in Q4 2025, an estimated $642K.
Simplicity Wealth first reported a position in Zacks Focus Growth ETF in Q3 2025 and held it in 1 quarter.
Simplicity Wealth's Zacks Focus Growth ETF position peaked at $642K in Q3 2025.
39 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.