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Live Oak Investment Partners’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Live Oak Investment Partners’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– – – 81
2024
Q3 		– Hold
0
– – – 81
2024
Q2 		– Hold
0
– – – 80
2023
Q4 		– Hold
0
– – – 83
2023
Q3 		– Hold
0
– – – 87
2023
Q2 		– Hold
0
– – – 86
2023
Q1 		– Hold
0
– – – 89
2022
Q4 		– Hold
0
– – – 91

Other funds holding RSPD

HIIFS
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AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return