VBA
GROZ

von Borstel & Associates’s Zacks Focus Growth ETF GROZ Stock Holding History

von Borstel & Associates’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
-24,850
Closed -$755K – 171
2025
Q3 		$755K Buy
+24,850
New +$688K 0.12% 74

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
SFG
Strive Financial Group Carmel, Indiana $189M AUM
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
MCM
M1 Capital Management Bloomfield Hills, Michigan $217M AUM 21.38% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $179M AUM
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

von Borstel & Associates's GROZ Position: Q4 2025 in Review

von Borstel & Associates sold out of Zacks Focus Growth ETF (GROZ) in Q4 2025, closing a stake of 24,850 shares — an estimated $755K sold.

von Borstel & Associates first reported a position in GROZ in Q3 2025 and held it in 1 quarter. The position peaked at $755K in Q3 2025. 39 funds tracked by Wall St. Rank hold GROZ as of Q4 2025.

  • von Borstel & Associates reported no remaining Zacks Focus Growth ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 24,850 Zacks Focus Growth ETF shares in Q4 2025, an estimated $755K.
  • von Borstel & Associates first reported a position in Zacks Focus Growth ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Zacks Focus Growth ETF position peaked at $755K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.