Navigation Wealth Management, Inc.
Position in GROZ — Zacks Focus Growth ETF
CIK 1839930
FORT COLLINS, CO
Position in GROZ
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$501,802
+$19,579 QoQ
Shares Held
18,203
+12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GROZ Over Time
Shares Held
Position Value (USD)
All Filings in GROZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,802 | 18,203 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $482,223 | 16,182 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $451,921 | 15,405 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $446,968 | 16,875 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||