Live Oak Investment Partners quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Live Oak Investment Partners opened 9 positions, added to 17, reduced 4, sold out of 8 and left 5 unchanged. The largest increase in value was EVTR (+$12,295,552); the largest decrease was EVTR (-$11,910,305).
- EVTR: Country of operation —; Class EATON VANCE TOTA; Shares 2026-03-31 234,686; Shares 2026-06-30 0.
- HFSI: Country of operation —; Class STRATEGIC INCOME; Shares 2026-03-31 255,507; Shares 2026-06-30 0.
- UCON: Country of operation —; Class SMITH UNCONSTRAI; Shares 2026-03-31 348,032; Shares 2026-06-30 0.
- SRLN: Country of operation —; Class STATE STREET BLA; Shares 2026-03-31 153,425; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1822262): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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