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Secure Asset Management’s Zeta Global ZETA Stock Holding History

Secure Asset Management’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
-10,000
Closed -$25.8K – 369
2024
Q4 		$25.8K Buy
+10,000
New +$253K ﹤0.01% 314

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
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
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Secure Asset Management's ZETA Position: Q2 2026 in Review

Secure Asset Management reduced its Zeta Global (ZETA) stake by 80% in Q2 2026, selling an estimated $1.34M and leaving 17,773 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #237.

Secure Asset Management first reported a position in ZETA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q1 2026. 39 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Secure Asset Management held 17,773 shares of Zeta Global worth $350K as of Q2 2026.
  • Secure Asset Management sold 72,320 Zeta Global shares in Q2 2026, an estimated $1.34M.
  • Zeta Global made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #237 holding.
  • Secure Asset Management first reported a position in Zeta Global in Q4 2024 and has held it in 7 quarters since.
  • Secure Asset Management's Zeta Global position peaked at $1.43M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.