Juncture Wealth Strategies’s Zeta Global ZETA Stock Holding History

Juncture Wealth Strategies’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 Q2	$635K	Buy	32,256 +9,457	+41%	+$175K	0.17%	95
2026 Q1	$363K	Sell	22,799 -2,185	-9%	-$40.5K	0.12%	92
2025 Q4	$508K	Buy	24,984 +1,826	+8%	+$34.1K	0.17%	73
2025 Q3	$460K	Buy	23,158 +6,702	+41%	+$120K	0.15%	78
2025 Q2	$255K	Sell	16,456 -971	-6%	-$12.9K	0.09%	108
2025 Q1	$236K	Sell	17,427 -3,697	-18%	-$66.1K	0.09%	115
2024 Q4	$380K	Sell	21,124 -102	-0.5%	-$2.58K	0.14%	88
2024 Q3	$633K	Buy	21,226 +634	+3%	+$14.9K	0.25%	62
2024 Q2	$363K	Buy	+20,592	New	+$302K	0.15%	76

Other funds holding ZETA

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Generali Investments Management Ljubljana, Slovenia $460M AUM 29.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return