Running Oak Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Running Oak Capital’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 Q1	–	Sell	-10,902	Closed	-$2.09M	–	56
2025 Q4	$2.09M	Buy	+10,902	New	+$2.07M	0.26%	56

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Running Oak Capital's RSP Position: Q1 2026 in Review

Running Oak Capital sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 10,902 shares — an estimated $2.09M sold.

Running Oak Capital first reported a position in RSP in Q4 2025 and held it in 1 quarter. The position peaked at $2.09M in Q4 2025. 2,226 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Running Oak Capital reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Running Oak Capital sold 10,902 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.09M.
Running Oak Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and held it in 1 quarter.
Running Oak Capital's Invesco S&P 500 Equal Weight ETF position peaked at $2.09M in Q4 2025.
2,226 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Running Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.