Physician Wealth Advisors’s Zeta Global ZETA Stock Holding History

Physician Wealth Advisors’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	$2.93K	Buy	149 +96	+181%	+$1.78K	﹤0.01%	1343
2026 Q1	$844	Buy	+53	New	+$981	﹤0.01%	1767
2025 Q2	–	Sell	-69	Closed	-$936	–	2000
2025 Q1	$936	Buy	+69	New	+$1.23K	﹤0.01%	1123

Other funds holding ZETA

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

MNBTD

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

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

RFA

AAS

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Physician Wealth Advisors's ZETA Position: Q2 2026 in Review

Physician Wealth Advisors increased its Zeta Global (ZETA) stake by 181% in Q2 2026, buying an estimated $1.78K and bringing the position to 149 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Physician Wealth Advisors first reported a position in ZETA in Q1 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Physician Wealth Advisors held 149 shares of Zeta Global worth $2.93K as of Q2 2026.
Physician Wealth Advisors bought 96 Zeta Global shares in Q2 2026, an estimated $1.78K.
Zeta Global made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1343 holding.
Physician Wealth Advisors first reported a position in Zeta Global in Q1 2025 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.