Prosperity Financial Group, Inc.
Position in GROZ — Zacks Focus Growth ETF
CIK 1991334
San Ramon, CA
Position in GROZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,525,074
-$433,379 QoQ
Shares Held
127,873
-3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,525,074 | 127,873 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,958,453 | 132,834 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,712,940 | 126,566 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,198,993 | 120,776 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,570,327 | 115,251 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||