Rossby Financial, LCC »

Series Portfolios Tr shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Rossby Financial, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 128 25.61
2025-06-30 $3.3k 128 25.60
2025-03-31 $3.2k 128 25.33

More positions owned by Rossby Financial, LCC

Calvert International Responsible Index Etf Etf (CVIE)
Calvert Us Large-cap Core Responsible Index Etf Etf (CVLC)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Ishares Russell 2500 Etf Etf (SMMD)
Vaneck Green Bond Etf Etf (GRNB)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Consumer Staples Etf Etf (VDC)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Silver Trust Etf (SLV)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Ishares Russell Top 200 Growth Etf Etf (IWY)

View all positions for Rossby Financial, LCC

Top funds holding Series Portfolios Tr

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Copia Wealth Management
SRS Capital Advisors
Royal Bank of Canada
WMG Financial Advisors
Inspire Advisors
WESPAC Advisors
Valeo Financial Advisors
Old Mission Capital
Citadel Advisors
Griffin Asset Management
Fortis Group Advisors

View all funds holding Series Portfolios Tr