Lido Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Lido Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$589K	Buy	11,007 +784	+8%	+$45K	﹤0.01%	1211
2025 Q4	$590K	Hold	10,223	–	–	﹤0.01%	1232
2025 Q3	$590K	Sell	10,223 -79	-0.8%	-$4.49K	﹤0.01%	1170
2025 Q2	$548K	Sell	10,302 -569	-5%	-$28.6K	﹤0.01%	1081
2025 Q1	$542K	Sell	10,871 -3,744	-26%	-$199K	﹤0.01%	997
2024 Q4	$781K	Buy	14,615 +2,480	+20%	+$133K	﹤0.01%	855
2024 Q3	$632K	Buy	12,135 +212	+2%	+$10.3K	﹤0.01%	876
2024 Q2	$573K	Sell	11,923 -1,549	-11%	-$74.4K	﹤0.01%	883
2024 Q1	$687K	Sell	13,472 -843	-6%	-$40.5K	﹤0.01%	784
2023 Q4	$681K	Sell	14,315 -27,089	-65%	-$1.16M	﹤0.01%	748
2023 Q3	$1.74M	Buy	41,404 +17,587	+74%	+$793K	0.01%	410
2023 Q2	$1.09M	Buy	23,817 +6,348	+36%	+$273K	0.01%	503
2023 Q1	$745K	Buy	17,469 +1,464	+9%	+$62.5K	0.01%	553
2022 Q4	$628K	Buy	16,005 +1,737	+12%	+$67.6K	0.01%	523
2022 Q3	$498K	Buy	14,268 +786	+6%	+$30.6K	0.01%	550
2022 Q2	$481K	Buy	13,482 +2,688	+25%	+$109K	0.01%	557
2022 Q1	$487K	Buy	10,794 +855	+9%	+$40.3K	0.01%	612
2021 Q4	$518K	Sell	9,939 -165	-2%	-$8.44K	0.01%	604
2021 Q3	$485K	Sell	10,104 -1,521	-13%	-$75K	0.01%	609
2021 Q2	$574K	Sell	11,625 -576	-5%	-$28.2K	0.01%	509
2021 Q1	$574K	Buy	12,201 +636	+5%	+$28.1K	0.01%	471
2020 Q4	$471K	Buy	11,565 +5,136	+80%	+$195K	0.01%	495
2020 Q3	$221K	Buy	+6,429	New	+$210K	0.01%	563
2020 Q2	–	Sell	-38,442	Closed	-$858K	–	654
2020 Q1	$858K	Buy	38,442 +1,887	+5%	+$61.2K	0.04%	251
2019 Q4	$1.36M	Buy	36,555 +60	+0.2%	+$2.15K	0.05%	216
2019 Q3	$1.27M	Buy	36,495 +5,802	+19%	+$199K	0.06%	180
2019 Q2	$1.07M	Buy	30,693 +753	+3%	+$26.3K	0.06%	174
2019 Q1	$1.04M	Buy	+29,940	New	+$997K	0.07%	176

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lido Advisors's RSPD Position: Q1 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) stake by 7.7% in Q1 2026, buying an estimated $45K and bringing the position to 11,007 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Lido Advisors first reported a position in RSPD in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.74M in Q3 2023. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2026.

Lido Advisors held 11,007 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $589K as of Q1 2026.
Lido Advisors bought 784 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2026, an estimated $45K.
Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1211 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2019 and has held it in 28 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.74M in Q3 2023.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2026.

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