Skip to content

GROZ ZACKS TRUST

Follow

UIT EXCHANGE TRADED (fund)

20 managers (20 13F filers) reported a position in GROZ shares at 2025-03-31, 561,743 shares in all. 12 filers opened a position and 0 filers sold out during the quarter.

Managers
20
13F filers
20
New
12
Added
4
Reduced
2
Sold out
0
Shares held by filers
561,743

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC157,030$3.5M0.1%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…115,251$2.57M1.28%new13F-HRTimelineGroup
Creative Planningin group Creative Planning81,575$1.82M<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC45,280$1.01M0.06%+25,18013F-HRTimeline
Wayfinding Financial, LLC19,677$438K0.19%013F-HRTimeline
GK Wealth Management LLC18,045$402K0.5%new13F-HR/ATimeline
TRUE Private Wealth Advisors16,906$377K0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,887$377K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC14,652$327K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…14,529$324K<0.01%+4,63413F-HRTimeline
Advisory Services Network, LLC14,276$318K0.01%new13F-HRTimeline
Balboa Wealth Partners13,676$305K0.07%+4,68013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,136$293K0.01%-7,49613F-HRTimeline
TOWNSQUARE CAPITAL LLC13,117$293K<0.01%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.6,005$220K0.44%new13F-HRTimeline
Rossby Financial, LCC1,517$34.6K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC144$3.21K<0.01%+6413F-HRTimeline
IFP Advisors, Inc39$870<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1$22<0.01%-14713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.