WF
GROZ

Wayfinding Financial’s Zacks Focus Growth ETF GROZ Stock Holding History

Wayfinding Financial’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
Q1 		$670K Sell
24,339
-511
-2% -$14.9K 0.29% 60
2025
Q4 		$740K Hold
24,850
– – 0.31% 56
2025
Q3 		$728K Buy
24,850
+5
+0% +$139 0.31% 59
2025
Q2 		$675K Buy
24,845
+5,168
+26% +$123K 0.3% 59
2025
Q1 		$438K Hold
19,677
– – 0.19% 76
2024
Q4 		$487K Buy
+19,677
New +$500K 0.26% 68

Other funds holding GROZ

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Wayfinding Financial's GROZ Position: Q1 2026 in Review

Wayfinding Financial reduced its Zacks Focus Growth ETF (GROZ) stake by 2.1% in Q1 2026, selling an estimated $14.9K and leaving 24,339 shares worth $670K. The position accounts for 0.29% of the portfolio, ranked #60.

Wayfinding Financial first reported a position in GROZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $740K in Q4 2025. 44 funds tracked by Wall St. Rank hold GROZ as of Q1 2026.

  • Wayfinding Financial held 24,339 shares of Zacks Focus Growth ETF worth $670K as of Q1 2026.
  • Wayfinding Financial sold 511 Zacks Focus Growth ETF shares in Q1 2026, an estimated $14.9K.
  • Zacks Focus Growth ETF made up 0.29% of Wayfinding Financial's portfolio in Q1 2026, its #60 holding.
  • Wayfinding Financial first reported a position in Zacks Focus Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Wayfinding Financial's Zacks Focus Growth ETF position peaked at $740K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.