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Independent Advisor Alliance’s Zeta Global ZETA Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-10,279
Closed -$185K – 1396
2024
Q4 		$185K Sell
10,279
-1,112
-10% -$28.1K ﹤0.01% 1298
2024
Q3 		$340K Sell
11,391
-6,967
-38% -$164K 0.01% 533
2024
Q2 		$324K Sell
18,358
-3,710
-17% -$54.4K 0.01% 553
2024
Q1 		$241K Sell
22,068
-1,578
-7% -$15.7K 0.01% 620
2023
Q4 		$209K Sell
23,646
-1,085
-4% -$9.11K 0.01% 636
2023
Q3 		$207K Buy
+24,731
New +$204K 0.01% 603

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Advisor Alliance's ZETA Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Zeta Global (ZETA) in Q1 2025, closing a stake of 10,279 shares — an estimated $185K sold.

Independent Advisor Alliance first reported a position in ZETA in Q3 2023 and held it in 6 quarters. The position peaked at $340K in Q3 2024. 306 funds tracked by Wall St. Rank hold ZETA as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Zeta Global position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,279 Zeta Global shares in Q1 2025, an estimated $185K.
  • Independent Advisor Alliance first reported a position in Zeta Global in Q3 2023 and held it in 6 quarters.
  • Independent Advisor Alliance's Zeta Global position peaked at $340K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Zeta Global as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.