Live Oak Investment Partners’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21,283	Closed	-$622K	–	92
2025 Q3	$622K	Buy	21,283 +2,431	+13%	+$73.7K	0.41%	57
2025 Q2	$565K	Buy	18,852 +1,161	+7%	+$35K	0.43%	54
2025 Q1	$545K	Buy	+17,691	New	+$529K	0.43%	56
2024 Q4	–	Hold	0	–	–	–	57
2024 Q3	–	Hold	0	–	–	–	53
2024 Q2	–	Hold	0	–	–	–	53
2023 Q4	–	Hold	0	–	–	–	106
2023 Q3	–	Hold	0	–	–	–	60
2023 Q2	–	Hold	0	–	–	–	82
2023 Q1	–	Hold	0	–	–	–	100
2022 Q4	–	Hold	0	–	–	–	101

Other funds holding RSPS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Live Oak Investment Partners sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2025, closing a stake of 21,283 shares — an estimated $622K sold.

Live Oak Investment Partners first reported a position in RSPS in Q1 2025 and held it in 3 quarters. The position peaked at $622K in Q3 2025. 109 funds tracked by Wall St. Rank hold RSPS as of Q4 2025.

Live Oak Investment Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Live Oak Investment Partners sold 21,283 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2025, an estimated $622K.
Live Oak Investment Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2025 and held it in 3 quarters.
Live Oak Investment Partners's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $622K in Q3 2025.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2025.

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