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

Lido Advisors’s Portfolio RSPG Stock Details RSPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$339K	Buy	3,460 +468	+16%	+$48.5K	﹤0.01%	1697
2026 Q1	$328K	Buy	2,992 +139	+5%	+$13.2K	﹤0.01%	1516
2025 Q4	$227K	Hold	2,853	–	–	﹤0.01%	1708
2025 Q3	$227K	Sell	2,853 -23	-0.8%	-$1.76K	﹤0.01%	1626
2025 Q2	$214K	Sell	2,876 -189	-6%	-$13.8K	﹤0.01%	1494
2025 Q1	$251K	Sell	3,065 -514	-14%	-$41.4K	﹤0.01%	1287
2024 Q4	$273K	Buy	3,579 +538	+18%	+$43K	﹤0.01%	1260
2024 Q3	$233K	Sell	3,041 -274	-8%	-$21.6K	﹤0.01%	1265
2024 Q2	$267K	Sell	3,315 -432	-12%	-$35.3K	﹤0.01%	1178
2024 Q1	$311K	Buy	3,747 +387	+12%	+$28.9K	﹤0.01%	1080
2023 Q4	$248K	Sell	3,360 -6,681	-67%	-$500K	﹤0.01%	1123
2023 Q3	$770K	Buy	10,041 +4,127	+70%	+$311K	0.01%	612
2023 Q2	$405K	Buy	5,914 +2,953	+100%	+$199K	﹤0.01%	801
2023 Q1	$202K	Buy	+2,961	New	+$210K	﹤0.01%	1006
2020 Q2	–	Sell	-11,912	Closed	-$238K	–	655
2020 Q1	$238K	Sell	11,912 -29,052	-71%	-$1.07M	0.01%	476
2019 Q4	$1.93M	Buy	40,964 +31,975	+356%	+$1.42M	0.08%	148
2019 Q3	$399K	Buy	8,989 +906	+11%	+$41K	0.02%	385
2019 Q2	$392K	Sell	8,083 -666	-8%	-$32.8K	0.02%	356
2019 Q1	$443K	Buy	+8,749	New	+$432K	0.03%	310

Other funds holding RSPG

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Lido Advisors's RSPG Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 16% in Q2 2026, buying an estimated $48.5K and bringing the position to 3,460 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Lido Advisors first reported a position in RSPG in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.93M in Q4 2019. 155 funds tracked by Wall St. Rank hold RSPG as of Q2 2026.

Lido Advisors held 3,460 shares of Invesco S&P 500 Equal Weight Energy ETF worth $339K as of Q2 2026.
Lido Advisors bought 468 Invesco S&P 500 Equal Weight Energy ETF shares in Q2 2026, an estimated $48.5K.
Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1697 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q1 2019 and has held it in 19 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Energy ETF position peaked at $1.93M in Q4 2019.
155 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q2 2026.

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