Lido Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lido Advisors’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 Q2	$29.5M	Buy	138,837 +4,262	+3%	+$872K	0.08%	163
2026 Q1	$25.8M	Buy	134,575 +1,601	+1%	+$317K	0.08%	166
2025 Q4	$25.4M	Sell	132,974 -4,075	-3%	-$774K	0.08%	168
2025 Q3	$26M	Buy	137,049 +6,794	+5%	+$1.27M	0.08%	160
2025 Q2	$23.7M	Buy	130,255 +24,805	+24%	+$4.28M	0.09%	135
2025 Q1	$18.3M	Buy	105,450 +3,359	+3%	+$597K	0.08%	150
2024 Q4	$17.9M	Sell	102,091 -4,247	-4%	-$768K	0.08%	152
2024 Q3	$19.1M	Sell	106,338 -2,469	-2%	-$422K	0.1%	108
2024 Q2	$17.9M	Buy	108,807 +2,261	+2%	+$372K	0.1%	108
2024 Q1	$18M	Sell	106,546 -7,073	-6%	-$1.14M	0.11%	102
2023 Q4	$17.9M	Sell	113,619 -4,588	-4%	-$667K	0.12%	91
2023 Q3	$16.7M	Buy	118,207 +39,401	+50%	+$5.89M	0.13%	92
2023 Q2	$11.8M	Sell	78,806 -7,178	-8%	-$1.03M	0.08%	135
2023 Q1	$12.4M	Buy	85,984 +78,057	+985%	+$11.4M	0.12%	105
2022 Q4	$1.12M	Buy	7,927 +923	+13%	+$129K	0.01%	389
2022 Q3	$891K	Sell	7,004 -609	-8%	-$85.9K	0.01%	398
2022 Q2	$1.02M	Sell	7,613 -2,163	-22%	-$316K	0.01%	348
2022 Q1	$1.54M	Sell	9,776 -1,131	-10%	-$176K	0.02%	302
2021 Q4	$1.77M	Buy	10,907 +4,573	+72%	+$723K	0.02%	302
2021 Q3	$948K	Buy	6,334 +3,034	+92%	+$464K	0.01%	421
2021 Q2	$497K	Sell	3,300 -1,006	-23%	-$150K	0.01%	551
2021 Q1	$610K	Buy	4,306 +1,265	+42%	+$171K	0.01%	448
2020 Q4	$387K	Buy	+3,041	New	+$362K	0.01%	546
2020 Q1	–	Sell	-12,399	Closed	-$1.44M	–	661
2019 Q4	$1.44M	Buy	12,399 +549	+5%	+$61K	0.06%	204
2019 Q3	$1.28M	Sell	11,850 -7,277	-38%	-$781K	0.06%	177
2019 Q2	$2.06M	Buy	19,127 +5,912	+45%	+$626K	0.12%	110
2019 Q1	$1.38M	Sell	13,215 -187	-1%	-$18.9K	0.09%	137
2018 Q4	$1.22M	Buy	13,402 +4,123	+44%	+$409K	0.12%	105
2018 Q3	$991K	Hold	9,279	–	–	0.1%	125
2018 Q2	$945K	Sell	9,279 -470	-5%	-$47.6K	0.11%	118
2018 Q1	$969K	Sell	9,749 -14,022	-59%	-$1.43M	0.13%	105
2017 Q4	$2.4M	Sell	23,771 -2,565	-10%	-$252K	0.34%	45
2017 Q3	$2.54M	Buy	+26,336	New	+$2.46M	0.41%	39

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Lido Advisors's RSP Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q2 2026, buying an estimated $872K and bringing the position to 138,837 shares worth $29.5M. The position accounts for 0.08% of the portfolio, ranked #163.

Lido Advisors first reported a position in RSP in Q3 2017 and has held it in 33 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lido Advisors held 138,837 shares of Invesco S&P 500 Equal Weight ETF worth $29.5M as of Q2 2026.
Lido Advisors bought 4,262 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $872K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Lido Advisors's portfolio in Q2 2026, its #163 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2017 and has held it in 33 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.