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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

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NA
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JPLA
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DIP
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JP Morgan Chase
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return