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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Buy	27,285 +5,532	+25%	+$337K	0.94%	28
2026 Q1	$1.25M	Sell	21,753 -2,105	-9%	-$127K	0.74%	39
2025 Q4	$1.35M	Sell	23,858 -2,234	-9%	-$125K	0.83%	36
2025 Q3	$1.46M	Buy	26,092 +2,017	+8%	+$112K	0.97%	27
2025 Q2	$1.29M	Buy	24,075 +1,201	+5%	+$60.3K	0.99%	27
2025 Q1	$1.12M	Buy	+22,874	New	+$1.16M	0.88%	31
2024 Q4	–	Hold	0	–	–	–	28
2024 Q3	–	Hold	0	–	–	–	28
2024 Q2	–	Hold	0	–	–	–	29
2023 Q4	–	Hold	0	–	–	–	17
2023 Q3	–	Hold	0	–	–	–	33
2023 Q2	–	Hold	0	–	–	–	29
2023 Q1	–	Hold	0	–	–	–	32
2022 Q4	–	Hold	0	–	–	–	32

Other funds holding RSPN

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Live Oak Investment Partners's RSPN Position: Q2 2026 in Review

Live Oak Investment Partners increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 25% in Q2 2026, buying an estimated $337K and bringing the position to 27,285 shares worth $1.75M. The position accounts for 0.94% of the portfolio, ranked #28.

Live Oak Investment Partners first reported a position in RSPN in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Live Oak Investment Partners held 27,285 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $1.75M as of Q2 2026.
Live Oak Investment Partners bought 5,532 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $337K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.94% of Live Oak Investment Partners's portfolio in Q2 2026, its #28 holding.
Live Oak Investment Partners first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2025 and has held it in 6 quarters since.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.