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 Q2	$529K	Buy	6,519 +1,145	+21%	+$91.9K	﹤0.01%	1451
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lido Advisors's RSPU Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 21% in Q2 2026, buying an estimated $91.9K and bringing the position to 6,519 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Lido Advisors first reported a position in RSPU in Q1 2019 and has held it in 25 quarters since. The position peaked at $784K in Q3 2023. 132 funds tracked by Wall St. Rank hold RSPU as of Q2 2026.

Lido Advisors held 6,519 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $529K as of Q2 2026.
Lido Advisors bought 1,145 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2026, an estimated $91.9K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1451 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and has held it in 25 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $784K in Q3 2023.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2026.

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