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Avantax Advisory Services’s Zeta Global ZETA Stock Holding History

Avantax Advisory Services’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$401K Buy
+25,885
New +$344K ﹤0.01% 1722

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's ZETA Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Zeta Global (ZETA) in Q2 2025: 25,885 shares worth $401K. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings.

314 funds tracked by Wall St. Rank hold ZETA as of Q2 2025.

  • Avantax Advisory Services held 25,885 shares of Zeta Global worth $401K as of Q2 2025.
  • Zeta Global was a new Avantax Advisory Services position in Q2 2025.
  • Zeta Global made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1722 holding.
  • 314 funds tracked by Wall St. Rank held Zeta Global as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.