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Alteri Wealth LLC

Position in GROZ — Zacks Focus Growth ETF

CIK 2054980 WESTLAKE VILLAGE, CA

Position in GROZ

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$400,520
-$30,835 QoQ
Shares Held
14,529
+0.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.17%
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
2026-03-31 $400,520 14,529
2025-12-31 $431,355 14,475
2025-09-30 $407,125 13,878
2025-06-30 $249,904 9,435