Paragon Private Wealth Management, LLC
Position in GROZ — Zacks Focus Growth ETF
CIK 1922684
LEXINGTON, KY
Position in GROZ
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$250,335
+$40,156 QoQ
Shares Held
9,081
+28.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in GROZ Over Time
Shares Held
Position Value (USD)
All Filings in GROZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,335 | 9,081 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $210,179 | 7,053 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||