Lido Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Lido Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.23M	Buy	21,435 +369	+2%	+$22.3K	﹤0.01%	882
2025 Q4	$1.18M	Buy	21,066 +27	+0.1%	+$1.51K	﹤0.01%	938
2025 Q3	$1.18M	Sell	21,039 -91	-0.4%	-$5.04K	﹤0.01%	890
2025 Q2	$1.13M	Sell	21,130 -259	-1%	-$13K	﹤0.01%	795
2025 Q1	$1.05M	Sell	21,389 -4,415	-17%	-$224K	﹤0.01%	763
2024 Q4	$1.3M	Buy	25,804 +3,883	+18%	+$204K	0.01%	657
2024 Q3	$1.12M	Sell	21,921 -1,130	-5%	-$54K	0.01%	664
2024 Q2	$1.05M	Sell	23,051 -2,458	-10%	-$114K	0.01%	649
2024 Q1	$1.22M	Sell	25,509 -1,121	-4%	-$49.9K	0.01%	575
2023 Q4	$1.15M	Sell	26,630 -44,750	-63%	-$1.77M	0.01%	568
2023 Q3	$2.73M	Buy	71,380 +32,245	+82%	+$1.3M	0.02%	325
2023 Q2	$1.6M	Buy	39,135 +16,210	+71%	+$610K	0.01%	415
2023 Q1	$860K	Buy	22,925 +4,590	+25%	+$172K	0.01%	513
2022 Q4	$654K	Buy	18,335 +2,195	+14%	+$76.9K	0.01%	509
2022 Q3	$500K	Sell	16,140 -3,970	-20%	-$136K	0.01%	547
2022 Q2	$644K	Buy	20,110 +3,835	+24%	+$133K	0.01%	458
2022 Q1	$613K	Buy	16,275 +1,480	+10%	+$55.1K	0.01%	538
2021 Q4	$584K	Sell	14,795 -45	-0.3%	-$1.74K	0.01%	562
2021 Q3	$541K	Buy	14,840 +3,575	+32%	+$135K	0.01%	566
2021 Q2	$420K	Hold	11,265	–	–	0.01%	597
2021 Q1	$400K	Buy	11,265 +760	+7%	+$25K	0.01%	564
2020 Q4	$331K	Buy	+10,505	New	+$312K	0.01%	588
2020 Q2	–	Sell	-51,315	Closed	-$1.01M	–	659
2020 Q1	$1.01M	Buy	51,315 +3,260	+7%	+$81.7K	0.04%	226
2019 Q4	$1.3M	Sell	48,055 -6,005	-11%	-$158K	0.05%	224
2019 Q3	$1.37M	Buy	54,060 +5,425	+11%	+$135K	0.07%	167
2019 Q2	$1.23M	Buy	48,635 +3,185	+7%	+$78.3K	0.07%	151
2019 Q1	$1.09M	Buy	+45,450	New	+$1.05M	0.07%	166

Other funds holding RSPN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lido Advisors's RSPN Position: Q1 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 1.8% in Q1 2026, buying an estimated $22.3K and bringing the position to 21,435 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Lido Advisors first reported a position in RSPN in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.73M in Q3 2023. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

Lido Advisors held 21,435 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $1.23M as of Q1 2026.
Lido Advisors bought 369 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $22.3K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #882 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2019 and has held it in 27 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $2.73M in Q3 2023.
159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

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