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True Wealth Design’s Zeta Global ZETA Stock Holding History

True Wealth Design’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 		$20.1K Hold
638
– – ﹤0.01% 821
2026
Q2 		$12.6K Buy
638
+435
+214% +$8.07K ﹤0.01% 983
2026
Q1 		$3.23K Buy
203
+153
+306% +$2.83K ﹤0.01% 1372
2025
Q4 		$1.02K Hold
50
– – ﹤0.01% 1696
2025
Q3 		$994 Hold
50
– – ﹤0.01% 1750
2025
Q2 		$775 Buy
+50
New +$664 ﹤0.01% 1573
2025
Q1 		– Sell
-53
Closed -$954 – 2692
2024
Q4 		$954 Sell
53
-34
-39% -$859 ﹤0.01% 954
2024
Q3 		$2.6K Buy
+87
New +$2.05K ﹤0.01% 716

Other funds holding ZETA

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HCA
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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

True Wealth Design's ZETA Position: Q3 2026 in Review

True Wealth Design held its Zeta Global (ZETA) position steady in Q3 2026 at 638 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

True Wealth Design first reported a position in ZETA in Q3 2024 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • True Wealth Design held 638 shares of Zeta Global worth $20.1K as of Q3 2026.
  • True Wealth Design left its Zeta Global share count unchanged in Q3 2026.
  • Zeta Global made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #821 holding.
  • True Wealth Design first reported a position in Zeta Global in Q3 2024 and has held it in 8 quarters since.
  • 27 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.