Lido Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Lido Advisors’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Buy	10,436 +1,620	+18%	+$63.5K	﹤0.01%	1595
2026 Q1	$341K	Buy	8,816 +368	+4%	+$14.1K	﹤0.01%	1499
2025 Q4	$277K	Buy	8,448 +373	+5%	+$12.2K	﹤0.01%	1604
2025 Q3	$264K	Sell	8,075 -53	-0.7%	-$1.76K	﹤0.01%	1551
2025 Q2	$263K	Sell	8,128 -962	-11%	-$30K	﹤0.01%	1398
2025 Q1	$289K	Sell	9,090 -1,410	-13%	-$46.5K	﹤0.01%	1232
2024 Q4	$342K	Buy	10,500 +1,855	+21%	+$66.5K	﹤0.01%	1156
2024 Q3	$323K	Sell	8,645 -236	-3%	-$8.34K	﹤0.01%	1136
2024 Q2	$306K	Sell	8,881 -1,156	-12%	-$41K	﹤0.01%	1112
2024 Q1	$365K	Buy	10,037 +433	+5%	+$14.5K	﹤0.01%	1001
2023 Q4	$323K	Sell	9,604 -18,976	-66%	-$593K	﹤0.01%	1005
2023 Q3	$887K	Buy	28,580 +13,485	+89%	+$437K	0.01%	575
2023 Q2	$490K	Buy	15,095 +7,245	+92%	+$229K	﹤0.01%	749
2023 Q1	$256K	Buy	7,850 +430	+6%	+$14.3K	﹤0.01%	922
2022 Q4	$235K	Buy	+7,420	New	+$235K	﹤0.01%	862
2022 Q3	–	Sell	-18,925	Closed	-$586K	–	1022
2022 Q2	$586K	Buy	18,925 +5,500	+41%	+$194K	0.01%	488
2022 Q1	$495K	Buy	13,425 +510	+4%	+$18K	0.01%	606
2021 Q4	$465K	Sell	12,915 -150	-1%	-$5.17K	0.01%	639
2021 Q3	$418K	Buy	13,065 +3,870	+42%	+$128K	0.01%	652
2021 Q2	$302K	Hold	9,195	–	–	﹤0.01%	715
2021 Q1	$287K	Buy	+9,195	New	+$274K	﹤0.01%	675
2020 Q2	–	Sell	-25,825	Closed	-$424K	–	658
2020 Q1	$424K	Buy	25,825 +1,665	+7%	+$34.1K	0.02%	352
2019 Q4	$561K	Buy	24,160 +3,425	+17%	+$76.1K	0.02%	361
2019 Q3	$452K	Buy	20,735 +2,095	+11%	+$45.2K	0.02%	356
2019 Q2	$408K	Buy	18,640 +1,930	+12%	+$40.9K	0.02%	347
2019 Q1	$352K	Buy	+16,710	New	+$342K	0.02%	355

Other funds holding RSPM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

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

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

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

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

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Lido Advisors's RSPM Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 18% in Q2 2026, buying an estimated $63.5K and bringing the position to 10,436 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Lido Advisors first reported a position in RSPM in Q1 2019 and has held it in 26 quarters since. The position peaked at $887K in Q3 2023. 75 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

Lido Advisors held 10,436 shares of Invesco S&P 500 Equal Weight Materials ETF worth $403K as of Q2 2026.
Lido Advisors bought 1,620 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2026, an estimated $63.5K.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1595 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2019 and has held it in 26 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $887K in Q3 2023.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

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