Live Oak Investment Partners’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Live Oak Investment Partners’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,951	Closed	-$204K	–	91
2025 Q3	$204K	Sell	6,951 -1,290	-16%	-$37.3K	0.14%	81
2025 Q2	$240K	Hold	8,241	–	–	0.18%	75
2025 Q1	$245K	Buy	+8,241	New	+$250K	0.19%	79
2024 Q4	–	Hold	0	–	–	–	77
2024 Q3	–	Hold	0	–	–	–	75
2024 Q2	–	Hold	0	–	–	–	65
2023 Q4	–	Hold	0	–	–	–	64
2023 Q3	–	Hold	0	–	–	–	69
2023 Q2	–	Hold	0	–	–	–	70
2023 Q1	–	Hold	0	–	–	–	71
2022 Q4	–	Hold	0	–	–	–	70

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Live Oak Investment Partners sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2025, closing a stake of 6,951 shares — an estimated $204K sold.

Live Oak Investment Partners first reported a position in RSPH in Q1 2025 and held it in 3 quarters. The position peaked at $245K in Q1 2025. 184 funds tracked by Wall St. Rank hold RSPH as of Q4 2025.

Live Oak Investment Partners reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2025 after selling out during the quarter.
Live Oak Investment Partners sold 6,951 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2025, an estimated $204K.
Live Oak Investment Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2025 and held it in 3 quarters.
Live Oak Investment Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $245K in Q1 2025.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2025.

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