Zacks Focus Growth ETFGROZETF
13F holders, Q4 2024 (December 31)7holders
$24.77avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Zacks Focus Growth ETF (GROZ) in their 13F filings. The largest holders were Axxcess Wealth Management, LLC ($511K), Strategic Blueprint, LLC ($498K) and Wayfinding Financial, LLC ($487K).
- Company
- Zacks Focus Growth ETF
- Filed as
- ZACKS TRUST (Q4 2024)
- CUSIP
- 98888G808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 0 | $0 |
Ownership 7 holders
| Axxcess Wealth Management, LLC | 0.01% | New | 20,632 | $511K |
| Strategic Blueprint, LLC | 0.03% | New | 20,100 | $498K |
| Wayfinding Financial, LLC | 0.26% | New | 19,677 | $487K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,895 | $245K |
| Balboa Wealth Partners | 0.05% | New | 8,996 | $223K |
| UBS Group AG | 0.00% | New | 148 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | — | 80 | $2K |
"% of holder's portfolio" is GROZ's weight in each manager's 13F, not the share of Zacks Focus Growth ETF the manager owns.