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Ulland Investment Advisors’s Zeta Global ZETA Stock Holding History

Ulland Investment 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
Q3 		$9K Hold
300
– – 0.01% 190
2026
Q2 		$6K Hold
300
– – ﹤0.01% 198
2026
Q1 		$5K Hold
300
– – ﹤0.01% 191
2025
Q4 		$6K Hold
300
– – ﹤0.01% 182
2025
Q3 		$6K Buy
+300
New +$5.39K ﹤0.01% 191

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

Ulland Investment Advisors's ZETA Position: Q3 2026 in Review

Ulland Investment Advisors held its Zeta Global (ZETA) position steady in Q3 2026 at 300 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #190.

Ulland Investment Advisors first reported a position in ZETA in Q3 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • Ulland Investment Advisors held 300 shares of Zeta Global worth $9K as of Q3 2026.
  • Ulland Investment Advisors left its Zeta Global share count unchanged in Q3 2026.
  • Zeta Global made up 0.01% of Ulland Investment Advisors's portfolio in Q3 2026, its #190 holding.
  • Ulland Investment Advisors first reported a position in Zeta Global in Q3 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.