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
Q2 		$851K Buy
26,780
+2,441
+10% +$75.7K 0.32% 60
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

SFG
Strive Financial Group Carmel, Indiana $230M AUM
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wayfinding Financial's GROZ Position: Q2 2026 in Review

Wayfinding Financial increased its Zacks Focus Growth ETF (GROZ) stake by 10% in Q2 2026, buying an estimated $75.7K and bringing the position to 26,780 shares worth $851K. The position accounts for 0.32% of the portfolio, ranked #60.

Wayfinding Financial first reported a position in GROZ in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold GROZ as of Q2 2026.

  • Wayfinding Financial held 26,780 shares of Zacks Focus Growth ETF worth $851K as of Q2 2026.
  • Wayfinding Financial bought 2,441 Zacks Focus Growth ETF shares in Q2 2026, an estimated $75.7K.
  • Zacks Focus Growth ETF made up 0.32% of Wayfinding Financial's portfolio in Q2 2026, its #60 holding.
  • Wayfinding Financial first reported a position in Zacks Focus Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held Zacks Focus Growth ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.