Lido Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Lido Advisors’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Buy	36,249 +4,792	+15%	+$149K	﹤0.01%	1013
2026 Q1	$950K	Buy	31,457 +2,347	+8%	+$75.3K	﹤0.01%	991
2025 Q4	$856K	Buy	29,110 +167	+0.6%	+$5.19K	﹤0.01%	1076
2025 Q3	$851K	Sell	28,943 -3,059	-10%	-$88.6K	﹤0.01%	1021
2025 Q2	$934K	Sell	32,002 -1,478	-4%	-$42.1K	﹤0.01%	869
2025 Q1	$996K	Sell	33,480 -5,642	-14%	-$171K	﹤0.01%	780
2024 Q4	$1.15M	Buy	39,122 +7,787	+25%	+$239K	0.01%	709
2024 Q3	$1.01M	Sell	31,335 -1,565	-5%	-$49K	0.01%	703
2024 Q2	$988K	Sell	32,900 -1,956	-6%	-$59.3K	0.01%	668
2024 Q1	$1.11M	Sell	34,856 -434	-1%	-$13.3K	0.01%	606
2023 Q4	$1.05M	Sell	35,290 -51,246	-59%	-$1.4M	0.01%	599
2023 Q3	$2.37M	Buy	86,536 +34,176	+65%	+$994K	0.02%	342
2023 Q2	$1.56M	Buy	52,360 +19,130	+58%	+$560K	0.01%	420
2023 Q1	$969K	Buy	33,230 +8,680	+35%	+$253K	0.01%	490
2022 Q4	$708K	Sell	24,550 -3,150	-11%	-$87.7K	0.01%	490
2022 Q3	$696K	Buy	27,700 +1,020	+4%	+$28K	0.01%	454
2022 Q2	$714K	Buy	26,680 +4,190	+19%	+$119K	0.01%	432
2022 Q1	$689K	Buy	22,490 +150	+0.7%	+$4.49K	0.01%	491
2021 Q4	$715K	Buy	22,340 +1,400	+7%	+$42.6K	0.01%	499
2021 Q3	$624K	Buy	20,940 +5,110	+32%	+$157K	0.01%	517
2021 Q2	$464K	Hold	15,830	–	–	0.01%	568
2021 Q1	$425K	Buy	15,830 +500	+3%	+$13.3K	0.01%	550
2020 Q4	$400K	Buy	+15,330	New	+$382K	0.01%	534
2020 Q2	–	Sell	-63,130	Closed	-$1.19M	–	657
2020 Q1	$1.19M	Buy	63,130 +2,910	+5%	+$61.6K	0.05%	201
2019 Q4	$1.33M	Sell	60,220 -1,110	-2%	-$23.2K	0.05%	221
2019 Q3	$1.2M	Buy	61,330 +6,160	+11%	+$123K	0.06%	186
2019 Q2	$1.12M	Buy	55,170 +13,570	+33%	+$264K	0.06%	167
2019 Q1	$821K	Buy	+41,600	New	+$802K	0.05%	215

Other funds holding RSPH

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

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

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

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lido Advisors's RSPH Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 15% in Q2 2026, buying an estimated $149K and bringing the position to 36,249 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Lido Advisors first reported a position in RSPH in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.37M in Q3 2023. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Lido Advisors held 36,249 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $1.2M as of Q2 2026.
Lido Advisors bought 4,792 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $149K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1013 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2019 and has held it in 28 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.37M in Q3 2023.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

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