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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TigerOak Management's RSPN Position: Q2 2026 in Review

TigerOak Management reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 2.2% in Q2 2026, selling an estimated $150K and leaving 110,743 shares worth $7.09M. The position accounts for 1.99% of the portfolio, ranked #12.

TigerOak Management first reported a position in RSPN in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

TigerOak Management held 110,743 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $7.09M as of Q2 2026.
TigerOak Management sold 2,462 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $150K.
Invesco S&P 500 Equal Weight Industrials ETF made up 1.99% of TigerOak Management's portfolio in Q2 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 7 quarters since.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.