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

TigerOak Management’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 Q3	$6.36M	Sell	109,827 -916	-0.8%	-$56.9K	1.67%	15
2026 Q2	$7.09M	Sell	110,743 -2,462	-2%	-$150K	1.99%	12
2026 Q1	$6.52M	Sell	113,205 -618	-0.5%	-$37.4K	2.05%	12
2025 Q4	$6.45M	Sell	113,823 -5,260	-4%	-$294K	1.97%	12
2025 Q3	$6.68M	Sell	119,083 -927	-0.8%	-$51.4K	2.07%	12
2025 Q2	$6.42M	Sell	120,010 -225	-0.2%	-$11.3K	2.2%	11
2025 Q1	$5.88M	Hold	120,235	–	–	2.27%	11
2024 Q4	$6.04M	Buy	+120,235	New	+$6.31M	2.21%	10

Other funds holding RSPN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return

TigerOak Management's RSPN Position: Q3 2026 in Review

TigerOak Management reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.83% in Q3 2026, selling an estimated $56.9K and leaving 109,827 shares worth $6.36M. The position accounts for 1.67% of the portfolio, ranked #15.

TigerOak Management first reported a position in RSPN in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.09M in Q2 2026. 111 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

TigerOak Management held 109,827 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $6.36M as of Q3 2026.
TigerOak Management sold 916 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2026, an estimated $56.9K.
Invesco S&P 500 Equal Weight Industrials ETF made up 1.67% of TigerOak Management's portfolio in Q3 2026, its #15 holding.
TigerOak Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2024 and has held it in 8 quarters since.
TigerOak Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $7.09M in Q2 2026.
111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

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