TigerOak Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TigerOak Management’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 Q3	$9.9M	Buy	47,729 +1,577	+3%	+$341K	2.6%	9
2026 Q2	$9.8M	Buy	46,152 +849	+2%	+$174K	2.76%	9
2026 Q1	$8.69M	Buy	45,303 +716	+2%	+$142K	2.74%	9
2025 Q4	$8.54M	Buy	44,587 +265	+0.6%	+$50.3K	2.6%	9
2025 Q3	$8.41M	Buy	44,322 +711	+2%	+$132K	2.61%	9
2025 Q2	$7.93M	Buy	43,611 +3,164	+8%	+$546K	2.72%	8
2025 Q1	$7.01M	Buy	40,447 +3,953	+11%	+$703K	2.71%	8
2024 Q4	$6.39M	Buy	+36,494	New	+$6.6M	2.34%	9

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

TigerOak Management's RSP Position: Q3 2026 in Review

TigerOak Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.4% in Q3 2026, buying an estimated $341K and bringing the position to 47,729 shares worth $9.9M. The position accounts for 2.6% of the portfolio, ranked #9.

TigerOak Management first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. 995 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

TigerOak Management held 47,729 shares of Invesco S&P 500 Equal Weight ETF worth $9.9M as of Q3 2026.
TigerOak Management bought 1,577 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $341K.
Invesco S&P 500 Equal Weight ETF made up 2.6% of TigerOak Management's portfolio in Q3 2026, its #9 holding.
TigerOak Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
995 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on TigerOak Management's 13F filing for Q3 2026, filed 23 Oct 2026.