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Zacks Trust shares owned by Rossby Financial, LCC

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

Historical chart of Rossby Financial, LCC investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $662k 20k 33.74
2025-06-30 $615k 19k 31.91
2025-03-31 $569k 19k 29.39

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

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