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

Lido Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	14,093 +2,567	+22%	+$194K	﹤0.01%	1054
2026 Q1	$823K	Buy	11,526 +452	+4%	+$34.1K	﹤0.01%	1056
2025 Q4	$861K	Hold	11,074	–	–	﹤0.01%	1072
2025 Q3	$861K	Sell	11,074 -77	-0.7%	-$5.94K	﹤0.01%	1014
2025 Q2	$849K	Sell	11,151 -1,203	-10%	-$85.8K	﹤0.01%	910
2025 Q1	$896K	Sell	12,354 -3,290	-21%	-$242K	﹤0.01%	819
2024 Q4	$1.13M	Buy	15,644 +2,612	+20%	+$191K	0.01%	714
2024 Q3	$899K	Sell	13,032 -833	-6%	-$54.8K	﹤0.01%	748
2024 Q2	$850K	Sell	13,865 -1,694	-11%	-$104K	﹤0.01%	723
2024 Q1	$1,000K	Buy	15,559 +303	+2%	+$18.3K	0.01%	653
2023 Q4	$894K	Sell	15,256 -28,669	-65%	-$1.52M	0.01%	656
2023 Q3	$2.23M	Buy	43,925 +19,178	+77%	+$1.01M	0.02%	356
2023 Q2	$1.27M	Buy	24,747 +11,064	+81%	+$554K	0.01%	472
2023 Q1	$691K	Buy	13,683 +2,059	+18%	+$117K	0.01%	573
2022 Q4	$656K	Sell	11,624 -963	-8%	-$54K	0.01%	507
2022 Q3	$644K	Buy	12,587 +3,218	+34%	+$179K	0.01%	482
2022 Q2	$498K	Sell	9,369 -3	-0%	-$173	0.01%	547
2022 Q1	$596K	Buy	9,372 +1,885	+25%	+$122K	0.01%	544
2021 Q4	$481K	Sell	7,487 -502	-6%	-$32.4K	0.01%	628
2021 Q3	$490K	Buy	7,989 +1,563	+24%	+$95.2K	0.01%	606
2021 Q2	$384K	Hold	6,426	–	–	0.01%	623
2021 Q1	$359K	Sell	6,426 -2,838	-31%	-$149K	0.01%	604
2020 Q4	$444K	Buy	+9,264	New	+$403K	0.01%	510
2020 Q2	–	Sell	-31,379	Closed	-$985K	–	656
2020 Q1	$985K	Buy	+31,379	New	+$1.32M	0.04%	229
2019 Q4	–	Sell	-29,149	Closed	-$1.27M	–	674
2019 Q3	$1.27M	Buy	29,149 +2,927	+11%	+$126K	0.06%	179
2019 Q2	$1.14M	Sell	26,222 -8	-0%	-$340	0.07%	164
2019 Q1	$1.06M	Buy	+26,230	New	+$1.06M	0.07%	169
2018 Q1	–	Sell	-6,230	Closed	-$274K	–	420
2017 Q4	$274K	Hold	6,230	–	–	0.04%	243
2017 Q3	$261K	Buy	+6,230	New	+$249K	0.04%	228

Other funds holding RSPF

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

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

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

FFA

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

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Lido Advisors's RSPF Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 22% in Q2 2026, buying an estimated $194K and bringing the position to 14,093 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Lido Advisors first reported a position in RSPF in Q3 2017 and has held it in 29 quarters since. The position peaked at $2.23M in Q3 2023. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Lido Advisors held 14,093 shares of Invesco S&P 500 Equal Weight Financials ETF worth $1.09M as of Q2 2026.
Lido Advisors bought 2,567 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $194K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1054 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2017 and has held it in 29 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2.23M in Q3 2023.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

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