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 Q2	$6.53M	Sell	101,226 -645	-0.6%	-$37K	3.51%	7
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

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

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

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

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

Live Oak Investment Partners reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.63% in Q2 2026, selling an estimated $37K and leaving 101,226 shares worth $6.53M. The position accounts for 3.51% of the portfolio, ranked #7.

Live Oak Investment Partners first reported a position in RSPT in Q1 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Live Oak Investment Partners held 101,226 shares of Invesco S&P 500 Equal Weight Technology ETF worth $6.53M as of Q2 2026.
Live Oak Investment Partners sold 645 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $37K.
Invesco S&P 500 Equal Weight Technology ETF made up 3.51% of Live Oak Investment Partners's portfolio in Q2 2026, its #7 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 5 quarters since.
501 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

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