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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.61M	Buy	+101,871	New	+$4.75M	2.72%	10
2025 Q4	–	Sell	-10,976	Closed	-$489K	–	93
2025 Q3	$489K	Sell	10,976 -1,410	-11%	-$59.2K	0.32%	62
2025 Q2	$505K	Hold	12,386	–	–	0.39%	56
2025 Q1	$424K	Buy	+12,386	New	+$464K	0.33%	63
2024 Q4	–	Hold	0	–	–	–	61
2024 Q3	–	Hold	0	–	–	–	63
2024 Q2	–	Hold	0	–	–	–	58
2023 Q4	–	Hold	0	–	–	–	58
2023 Q3	–	Hold	0	–	–	–	64
2023 Q2	–	Hold	0	–	–	–	62
2023 Q1	–	Hold	0	–	–	–	65
2022 Q4	–	Hold	0	–	–	–	63

Other funds holding RSPT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

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

Live Oak Investment Partners opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2026: 101,871 shares worth $4.61M. The stake represents 2.72% of the portfolio and ranks #10 among its holdings. This is a return to the name: Live Oak Investment Partners previously reported a position in RSPT as recently as Q3 2025.

Live Oak Investment Partners first reported a position in RSPT in Q1 2025 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

Live Oak Investment Partners held 101,871 shares of Invesco S&P 500 Equal Weight Technology ETF worth $4.61M as of Q1 2026.
Invesco S&P 500 Equal Weight Technology ETF was a new Live Oak Investment Partners position in Q1 2026.
Invesco S&P 500 Equal Weight Technology ETF made up 2.72% of Live Oak Investment Partners's portfolio in Q1 2026, its #10 holding.
Live Oak Investment Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2025 and has held it in 4 quarters since.
411 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

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