Lido Advisors
RSPU icon

Lido Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Lido Advisors’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$436K Buy
5,374
+278
+5% +$22K ﹤0.01% 1375
2025
Q4 		$391K Hold
5,096
– – ﹤0.01% 1421
2025
Q3 		$391K Sell
5,096
-39
-0.8% -$2.89K ﹤0.01% 1344
2025
Q2 		$365K Sell
5,135
-323
-6% -$22.6K ﹤0.01% 1249
2025
Q1 		$380K Sell
5,458
-1,078
-16% -$73.2K ﹤0.01% 1117
2024
Q4 		$430K Buy
6,536
+868
+15% +$59.1K ﹤0.01% 1057
2024
Q3 		$389K Buy
5,668
+295
+5% +$18.6K ﹤0.01% 1043
2024
Q2 		$312K Sell
5,373
-698
-11% -$40.8K ﹤0.01% 1102
2024
Q1 		$344K Buy
6,071
+879
+17% +$47.2K ﹤0.01% 1036
2023
Q4 		$283K Sell
5,192
-10,406
-67% -$547K ﹤0.01% 1057
2023
Q3 		$784K Buy
15,598
+6,254
+67% +$342K 0.01% 604
2023
Q2 		$517K Buy
9,344
+4,620
+98% +$261K ﹤0.01% 726
2023
Q1 		$268K Buy
4,724
+274
+6% +$15.5K ﹤0.01% 905
2022
Q4 		$259K Sell
4,450
-1,284
-22% -$72.1K ﹤0.01% 835
2022
Q3 		$305K Buy
5,734
+92
+2% +$5.48K ﹤0.01% 745
2022
Q2 		$322K Buy
5,642
+926
+20% +$55K ﹤0.01% 714
2022
Q1 		$285K Buy
4,716
+556
+13% +$31.2K ﹤0.01% 830
2021
Q4 		$237K Sell
4,160
-38
-0.9% -$2.04K ﹤0.01% 904
2021
Q3 		$215K Buy
+4,198
New +$227K ﹤0.01% 889
2020
Q2 		– Sell
-10,156
Closed -$449K – 661
2020
Q1 		$449K Buy
10,156
+640
+7% +$33.3K 0.02% 339
2019
Q4 		$506K Buy
9,516
+452
+5% +$23.6K 0.02% 386
2019
Q3 		$483K Buy
9,064
+906
+11% +$46.2K 0.02% 339
2019
Q2 		$402K Buy
8,158
+550
+7% +$26.7K 0.02% 352
2019
Q1 		$368K Buy
+7,608
New +$352K 0.02% 343

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Lido Advisors's RSPU Position: Q1 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 5.5% in Q1 2026, buying an estimated $22K and bringing the position to 5,374 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Lido Advisors first reported a position in RSPU in Q1 2019 and has held it in 24 quarters since. The position peaked at $784K in Q3 2023. 125 funds tracked by Wall St. Rank hold RSPU as of Q1 2026.

  • Lido Advisors held 5,374 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $436K as of Q1 2026.
  • Lido Advisors bought 278 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2026, an estimated $22K.
  • Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1375 holding.
  • Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and has held it in 24 quarters since.
  • Lido Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $784K in Q3 2023.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2026.

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