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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
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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Live Oak Investment Partners's RSPN Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 8.8% in Q1 2026, selling an estimated $127K and leaving 21,753 shares worth $1.25M. The position accounts for 0.74% of the portfolio, ranked #39.

Live Oak Investment Partners first reported a position in RSPN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q3 2025. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

  • Live Oak Investment Partners held 21,753 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $1.25M as of Q1 2026.
  • Live Oak Investment Partners sold 2,105 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $127K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.74% of Live Oak Investment Partners's portfolio in Q1 2026, its #39 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 5 quarters since.
  • Live Oak Investment Partners's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $1.46M in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.