UBS Group
GROZ

UBS Group’s Zacks Focus Growth ETF GROZ Stock Holding History

UBS 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
2025
Q2 		– Sell
-1
Closed -$22 – 11075
2025
Q1 		$22 Sell
1
-147
-99% -$3.58K ﹤0.01% 10086
2024
Q4 		$3.67K Buy
+148
New +$3.76K ﹤0.01% 8843

Other funds holding GROZ

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
MCM
M1 Capital Management Bloomfield Hills, Michigan $217M AUM 21.38% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return

UBS Group's GROZ Position: Q2 2025 in Review

UBS Group sold out of Zacks Focus Growth ETF (GROZ) in Q2 2025, closing a stake of 1 share — an estimated $22 sold.

UBS Group first reported a position in GROZ in Q4 2024 and held it in 2 quarters. The position peaked at $3.67K in Q4 2024. 22 funds tracked by Wall St. Rank hold GROZ as of Q2 2025.

  • UBS Group reported no remaining Zacks Focus Growth ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 1 Zacks Focus Growth ETF share in Q2 2025, an estimated $22.
  • UBS Group first reported a position in Zacks Focus Growth ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's Zacks Focus Growth ETF position peaked at $3.67K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.