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 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

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

TigerOak Management's RSPN Position: Q1 2026 in Review

TigerOak Management reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 0.54% in Q1 2026, selling an estimated $37.4K and leaving 113,205 shares worth $6.52M. The position accounts for 2.05% of the portfolio, ranked #12.

TigerOak Management first reported a position in RSPN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.68M in Q3 2025. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

TigerOak Management held 113,205 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $6.52M as of Q1 2026.
TigerOak Management sold 618 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $37.4K.
Invesco S&P 500 Equal Weight Industrials ETF made up 2.05% of TigerOak Management's portfolio in Q1 2026, its #12 holding.
TigerOak Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2024 and has held it in 6 quarters since.
TigerOak Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $6.68M in Q3 2025.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.