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Live Oak Investment Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Live Oak Investment Partners’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,173
Closed -$1.8M – 90
2025
Q3 		$1.8M Buy
23,173
+1,035
+5% +$79.9K 1.19% 25
2025
Q2 		$1.68M Buy
22,138
+1,804
+9% +$129K 1.29% 25
2025
Q1 		$1.47M Buy
+20,334
New +$1.5M 1.16% 23
2024
Q4 		– Hold
0
– – – 24
2024
Q3 		– Hold
0
– – – 25
2024
Q2 		– Hold
0
– – – 23
2023
Q4 		– Hold
0
– – – 61
2023
Q3 		– Hold
0
– – – 19
2023
Q2 		– Hold
0
– – – 19
2023
Q1 		– Hold
0
– – – 19
2022
Q4 		– Hold
0
– – – 19

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Live Oak Investment Partners's RSPF Position: Q4 2025 in Review

Live Oak Investment Partners sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2025, closing a stake of 23,173 shares — an estimated $1.8M sold.

Live Oak Investment Partners first reported a position in RSPF in Q1 2025 and held it in 3 quarters. The position peaked at $1.8M in Q3 2025. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2025.

  • Live Oak Investment Partners reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Live Oak Investment Partners sold 23,173 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2025, an estimated $1.8M.
  • Live Oak Investment Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2025 and held it in 3 quarters.
  • Live Oak Investment Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.8M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2025.

Based on Live Oak Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.