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
2024 Q4	–	Sell	-9,800	Closed	-$1.76M	–	1585
2024 Q3	$1.76M	Hold	9,800	–	–	0.01%	506
2024 Q2	$1.61M	Sell	9,800 -2,800	-22%	-$461K	0.01%	500
2024 Q1	$2.13M	Hold	12,600	–	–	0.01%	421
2023 Q4	$1.99M	Buy	+12,600	New	+$1.83M	0.01%	418

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Lido Advisors's RSP Position: Q1 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q1 2026, buying an estimated $317K and bringing the position to 134,575 shares worth $25.8M. The position accounts for 0.08% of the portfolio, ranked #166.

Lido Advisors first reported a position in RSP in Q3 2017 and has held it in 32 quarters since. The position peaked at $26M in Q3 2025. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Lido Advisors held 134,575 shares of Invesco S&P 500 Equal Weight ETF worth $25.8M as of Q1 2026.
Lido Advisors bought 1,601 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $317K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #166 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2017 and has held it in 32 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $26M in Q3 2025.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.