Rossby Financial, LCC »

Zacks Trust shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zacks Trust by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 7.4k 37.39
2025-06-30 $247k 7.3k 33.89
2025-03-31 $227k 7.5k 30.35

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 Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
Sanchez Wealth Management Group
von Borstel & Associates
Wayfinding Financial
Arete Wealth Advisors
Advisory Services Network
Strategic Blueprint
Continental Investors Services
M1 Capital Management
LPL Financial
Navigation Wealth Management
Prosperity Financial Group
Axxcess Wealth Management

View all funds holding Zacks Trust