Silver Oak Securities’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Silver Oak Securities’s Portfolio RSPN Stock Details RSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$575K	Sell	9,993 -3,732	-27%	-$226K	0.04%	387
2025 Q4	$784K	Buy	13,725 +32	+0.2%	+$1.79K	0.05%	338
2025 Q3	$768K	Buy	13,693 +9,929	+264%	+$550K	0.06%	324
2025 Q2	$201K	Buy	+3,764	New	+$189K	0.02%	643

Other funds holding RSPN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

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

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

Silver Oak Securities's RSPN Position: Q1 2026 in Review

Silver Oak Securities reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 27% in Q1 2026, selling an estimated $226K and leaving 9,993 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #387.

Silver Oak Securities first reported a position in RSPN in Q2 2025 and has held it in 4 quarters since. The position peaked at $784K in Q4 2025. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Silver Oak Securities held 9,993 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $575K as of Q1 2026.
Silver Oak Securities sold 3,732 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $226K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.04% of Silver Oak Securities's portfolio in Q1 2026, its #387 holding.
Silver Oak Securities first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2025 and has held it in 4 quarters since.
Silver Oak Securities's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $784K in Q4 2025.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.