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 Q3	$430K	Sell	6,138 -381	-6%	-$29.4K	﹤0.01%	1551
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%	387
2019 Q3	$483K	Buy	9,064 +906	+11%	+$46.2K	0.02%	338
2019 Q2	$402K	Buy	8,158 +550	+7%	+$26.7K	0.02%	354
2019 Q1	$368K	Buy	+7,608	New	+$352K	0.02%	344

Other funds holding RSPU

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return

RM Financial Services Falmouth, Maine $132M AUM 18.58% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

Lido Advisors's RSPU Position: Q3 2026 in Review

Lido Advisors reduced its Invesco S&P 500 Equal Weight Utilities ETF (RSPU) stake by 5.8% in Q3 2026, selling an estimated $29.4K and leaving 6,138 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Lido Advisors first reported a position in RSPU in Q1 2019 and has held it in 26 quarters since. The position peaked at $784K in Q3 2023. 45 funds tracked by Wall St. Rank hold RSPU as of Q3 2026.

Lido Advisors held 6,138 shares of Invesco S&P 500 Equal Weight Utilities ETF worth $430K as of Q3 2026.
Lido Advisors sold 381 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2026, an estimated $29.4K.
Invesco S&P 500 Equal Weight Utilities ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1551 holding.
Lido Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and has held it in 26 quarters since.
Lido Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $784K in Q3 2023.
45 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.