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 $1.89T 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. 2,322 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.
2,322 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.