Independent Financial Group’s Zeta Global ZETA Stock Holding History

Independent Financial Group’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
2026 Q3	$531K	Buy	+16,811	New	+$446K	0.01%	982

Other funds holding ZETA

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Independent Financial Group's ZETA Position: Q3 2026 in Review

Independent Financial Group opened a new position in Zeta Global (ZETA) in Q3 2026: 16,811 shares worth $531K. The stake represents 0.01% of the portfolio and ranks #982 among its holdings.

21 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

Independent Financial Group held 16,811 shares of Zeta Global worth $531K as of Q3 2026.
Zeta Global was a new Independent Financial Group position in Q3 2026.
Zeta Global made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #982 holding.
21 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.