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AXXCESS WEALTH MANAGEMENT, LLC

Position in GROZ — Zacks Focus Growth ETF

CIK 1911056 CARLSBAD, CA

Position in GROZ

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$1,339,122
+$1,008,789 QoQ
Shares Held
48,577
+338.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GROZ Over Time

Shares Held

Position Value (USD)

All Filings in GROZ

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,339,122 48,577
2025-12-31 $330,333 11,085
2025-09-30 $334,929 11,417
2025-06-30 $379,002 14,309
2025-03-31 $292,959 13,136
2024-12-31 $511,384 20,632