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Live Oak Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Live Oak Private Wealth’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
4,998
+1,545
+45% +$316K 0.13% 109
2026
Q1 		$663K Buy
3,453
+41
+1% +$8.13K 0.09% 114
2025
Q4 		$654K Sell
3,412
-11
-0.3% -$2.09K 0.09% 114
2025
Q3 		$649K Sell
3,423
-1
-0% -$186 0.09% 116
2025
Q2 		$622K Sell
3,424
-4
-0.1% -$690 0.09% 118
2025
Q1 		$594K Buy
3,428
+67
+2% +$11.9K 0.1% 117
2024
Q4 		$589K Sell
3,361
-70
-2% -$12.7K 0.1% 116
2024
Q3 		$615K Buy
3,431
+201
+6% +$34.3K 0.1% 109
2024
Q2 		$531K Buy
3,230
+1,187
+58% +$195K 0.09% 117
2024
Q1 		$346K Buy
2,043
+244
+14% +$39.2K 0.06% 129
2023
Q4 		$284K Buy
1,799
+11
+0.6% +$1.6K 0.05% 136
2023
Q3 		$253K Buy
1,788
+87
+5% +$13K 0.05% 131
2023
Q2 		$255K Sell
1,701
-3,768
-69% -$543K 0.05% 135
2023
Q1 		$791K Sell
5,469
-59
-1% -$8.64K 0.16% 93
2022
Q4 		$781K Buy
5,528
+42
+0.8% +$5.87K 0.16% 97
2022
Q3 		$698K Sell
5,486
-13
-0.2% -$1.83K 0.16% 96
2022
Q2 		$738K Sell
5,499
-159
-3% -$23.3K 0.16% 101
2022
Q1 		$892K Buy
5,658
+16
+0.3% +$2.5K 0.17% 91
2021
Q4 		$918K Sell
5,642
-142
-2% -$22.4K 0.17% 96
2021
Q3 		$867K Sell
5,784
-290
-5% -$44.4K 0.18% 101
2021
Q2 		$916K Sell
6,074
-1,675
-22% -$249K 0.2% 91
2021
Q1 		$1.1M Buy
7,749
+134
+2% +$18.1K 0.27% 75
2020
Q4 		$971K Buy
7,615
+138
+2% +$16.4K 0.27% 71
2020
Q3 		$808K Buy
7,477
+40
+0.5% +$4.32K 0.28% 71
2020
Q2 		$757K Buy
+7,437
New +$717K 0.27% 71

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Live Oak Private Wealth's RSP Position: Q2 2026 in Review

Live Oak Private Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 45% in Q2 2026, buying an estimated $316K and bringing the position to 4,998 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #109.

Live Oak Private Wealth first reported a position in RSP in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.1M in Q1 2021. 1,156 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Live Oak Private Wealth held 4,998 shares of Invesco S&P 500 Equal Weight ETF worth $1.06M as of Q2 2026.
  • Live Oak Private Wealth bought 1,545 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $316K.
  • Invesco S&P 500 Equal Weight ETF made up 0.13% of Live Oak Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Live Oak Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $1.1M in Q1 2021.
  • 1,156 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.