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USAdvisors Wealth Management’s Zeta Global ZETA Stock Holding History

USAdvisors Wealth 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
2026
Q2 		$324K Buy
16,500
+5,800
+54% +$108K 0.09% 115
2026
Q1 		$158K Buy
+10,700
New +$198K 0.05% 134

Other funds holding ZETA

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HCM
Hahn Capital Management Walnut Creek, California $165M AUM 15.46% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

USAdvisors Wealth Management's ZETA Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Zeta Global (ZETA) stake by 54% in Q2 2026, buying an estimated $108K and bringing the position to 16,500 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #115.

USAdvisors Wealth Management first reported a position in ZETA in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • USAdvisors Wealth Management held 16,500 shares of Zeta Global worth $324K as of Q2 2026.
  • USAdvisors Wealth Management bought 5,800 Zeta Global shares in Q2 2026, an estimated $108K.
  • Zeta Global made up 0.09% of USAdvisors Wealth Management's portfolio in Q2 2026, its #115 holding.
  • USAdvisors Wealth Management first reported a position in Zeta Global in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.