Wealth Enhancement Advisory Services
ZETA icon

Wealth Enhancement Advisory Services’s Zeta Global ZETA Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.59M Buy
73,867
+17,898
+32% +$332K ﹤0.01% 1734
2026
Q1 		$884K Buy
55,969
+28,123
+101% +$521K ﹤0.01% 1891
2025
Q4 		$663K Sell
27,846
-9,589
-26% -$179K ﹤0.01% 2267
2025
Q3 		$747K Buy
37,435
+13,627
+57% +$245K ﹤0.01% 2057
2025
Q2 		$368K Buy
23,808
+9,065
+61% +$120K ﹤0.01% 2458
2025
Q1 		$200K Buy
14,743
+2,948
+25% +$52.7K ﹤0.01% 2633
2024
Q4 		$212K Buy
+11,795
New +$298K ﹤0.01% 2651

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
FA
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
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
EIP
Essential Investment Partners Englewood, Colorado $125M AUM

Wealth Enhancement Advisory Services's ZETA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Zeta Global (ZETA) stake by 32% in Q2 2026, buying an estimated $332K and bringing the position to 73,867 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Wealth Enhancement Advisory Services first reported a position in ZETA in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 73,867 shares of Zeta Global worth $1.59M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,898 Zeta Global shares in Q2 2026, an estimated $332K.
  • Zeta Global made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1734 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zeta Global in Q4 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.