Baer Investment Advisory LLC Makes New $442,000 Investment in Zacks Focus Growth ETF $GROZ

Baer Investment Advisory LLC acquired a new position in shares of Zacks Focus Growth ETF (BATS:GROZ) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 16,021 shares of the company’s stock, valued at approximately $442,000.

Several other hedge funds and other institutional investors have also made changes to their positions in GROZ. Arax Advisory Partners acquired a new position in Zacks Focus Growth ETF during the fourth quarter worth $27,000. Rossby Financial LCC lifted its stake in Zacks Focus Growth ETF by 44.7% in the fourth quarter. Rossby Financial LCC now owns 2,429 shares of the company’s stock valued at $72,000 after acquiring an additional 750 shares during the last quarter. Paragon Private Wealth Management LLC acquired a new stake in Zacks Focus Growth ETF in the fourth quarter valued at $210,000. Revisor Wealth Management LLC bought a new position in shares of Zacks Focus Growth ETF in the 4th quarter valued at about $215,000. Finally, Susquehanna International Group LLP bought a new position in shares of Zacks Focus Growth ETF in the 3rd quarter valued at about $239,000.

Zacks Focus Growth ETF Price Performance

Zacks Focus Growth ETF stock opened at $31.69 on Friday. The company’s 50-day moving average is $31.60 and its 200-day moving average is $30.09. The firm has a market capitalization of $33.27 million and a PE ratio of 35.67. Zacks Focus Growth ETF has a fifty-two week low of $26.29 and a fifty-two week high of $32.82.

Zacks Focus Growth ETF Company Profile

The Zacks Focus Growth ETF (GROZ) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, aiming to provide long-term capital appreciation and minimize loss, through a portfolio of US large-cap growth stocks. Holdings are selected and weighted based on a proprietary AI tool combined with Zacks research. GROZ was launched on Dec 5, 2024 and is issued by Zacks.