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Disclosery

PIO INVESCO EXCH TRADED FD TR II

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ETF (fund)

117 managers (118 13F filers) reported a position in PIO shares at 2026-06-30, 2,321,574 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
117
13F filers
118
New
11
Added
25
Reduced
20
Sold out
8
Shares held by filers
2,321,574

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/518,004$23.3M<0.01%+18,67413F-HRTimelineGroup
1832 Asset Management L.P.400,105$18M0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY310,795$14M<0.01%-1,74213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN121,587$5.47M<0.01%+1,16113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,707$4.93M0.01%-38713F-HRTimelineGroup
LPL Financial LLC105,833$4.76M<0.01%+6,54013F-HRTimeline
UBS Group AGgroup of 2 filers holding103,936$4.67M+12Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,705$2.24M<0.01%+1,25213F-HRTimelineGroup
CIBC WORLD MARKET INC.46,571$2.09M<0.01%-62713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,825$1.34M<0.01%+23,54213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC28,360$1.28M<0.01%+36613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,035$1.26M<0.01%-11513F-HRTimeline
Cetera Investment Advisers26,813$1.21M<0.01%-93613F-HRTimeline
Regal Investment Advisors LLC20,572$925K0.05%+5913F-HRTimeline
Private Advisor Group, LLC18,947$852K<0.01%+2,44713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,428$829K<0.01%+1,72613F-HR/ATimeline
Linscomb Wealth, Inc.18,178$817K0.04%-7,88913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC18,000$809K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,212$774K<0.01%+24313F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC16,402$738K0.02%new13F-HRTimelineGroup
YHB Investment Advisors, Inc.14,720$662K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,903$625K<0.01%-2,79313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,080$588K<0.01%-10013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.12,507$562K<0.01%+90013F-HRTimelineGroup
Elmwood Wealth Management, Inc.12,423$559K0.14%-3,33213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,130$501K0.02%013F-HRTimelineGroup
Capital Wealth Alliance, LLC9,725$437K0.2%-52213F-HRTimeline
Mutual Advisors, LLC9,361$421K0.01%-613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,251$416K<0.01%+20213F-HRTimelineGroup
Moors & Cabot, Inc.8,888$400K0.02%-1,52613F-HRTimeline
Summit Financial, LLC8,776$395K<0.01%013F-HRTimeline
HighTower Advisors, LLC7,995$360K<0.01%+1,13713F-HRTimeline
VIMA LLC7,813$351K0.34%13F-HRTimeline
Bluespring Wealth Management, LLC7,805$351K0.01%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,858$308K0.17%+2413F-HRTimeline
MATHER GROUP, LLC.6,434$289K<0.01%-5,98713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,383$287K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC5,993$269K<0.01%-45613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,952$268K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,812$261K<0.01%-713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,780$260K<0.01%013F-HRTimelineGroup
MONECO ADVISORS, LLC5,676$255K0.02%-96213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,412$243K0.01%+713F-HRTimelineGroup
Glen Eagle Advisors, LLC5,352$241K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,325$239K<0.01%+11513F-HRTimelineGroup
DEARBORN PARTNERS LLC3,350$231K0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,117$231K<0.01%+19213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,047$227K<0.01%+38313F-HRTimelineGroup
Millstone Evans Group, LLC5,030$226K0.12%013F-HRTimeline
Meramec Financial Planners, LLC4,655$207K0.08%+2513F-HRTimeline
J.W. COLE ADVISORS, INC.4,542$204K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,500$202K<0.01%013F-HRTimelineGroup
Arbor Investment Advisors, LLC4,484$202K0.02%new13F-HRTimeline
SOA Wealth Advisors, LLC.4,022$181K0.03%+613F-HRTimeline
Parallel Advisors, LLC3,470$156K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC3,272$147K0.1%-113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,047$137K0.02%+613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,902$131K<0.01%+67513F-HRTimelineGroup
Smithfield Trust Co2,800$126K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,795$126K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,611$117K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,479$111K<0.01%-12813F-HRTimeline
BLAIR WILLIAM & CO/IL2,113$95K<0.01%013F-HRTimeline
CENTRAL TRUST Co2,000$89.9K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,764$79K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,600$72K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,539$69.2K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,500$67.5K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,460$65.7K<0.01%-45013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,437$64.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,387$62.3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,350$60.7K<0.01%-37313F-HRTimelineGroup
West Financial Advisors, LLC1,250$56.2K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,213$54.5K<0.01%013F-HRTimeline
Manchester Capital Management LLC1,200$54K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.1,200$54K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,176$52.9K<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC1,006$45.2K<0.01%new13F-HRTimeline
UNION SAVINGS BANK979$44K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA888$39.9K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT884$39.8K<0.01%13F-HRTimeline
AlphaCore Capital LLC836$39.7K<0.01%+10013F-HRTimeline
BOKF, NAin group BOKF, NA860$38.7K<0.01%013F-HRTimelineGroup
Breakwater Investment Management774$34.8K0.01%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd750$33.7K<0.01%13F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.750$33.7K0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO743$33.4K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO700$32K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC630$28.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.599$26.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.561$25.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC547$24.6K<0.01%013F-HRTimeline
GAMMA Investing LLC493$22.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC476$21.4K<0.01%new13F-HRTimelineGroup
Triumph Capital Management384$17.3K<0.01%013F-HRTimeline
Arax Advisory Partners350$15.7K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC305$13.7K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC304$13.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.275$12.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…270$12.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…234$10.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.231$10.4K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC229$10K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$8.99K<0.01%013F-HRTimeline
IFP Advisors, Inc103$4.63K<0.01%013F-HRTimeline
Burnham & Co LLC100$4.5K<0.01%13F-HRTimeline
Rossby Financial, LCC90$4.05K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$3.37K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC58$2.62K<0.01%013F-HRTimeline
Bogart Wealth, LLC50$2.27K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.50$2.25K<0.01%013F-HRTimeline
CX Institutional42$2K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC25$1.64K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC22$989<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC18$809<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2$89<0.01%new13F-HRTimeline
Avalon Trust Co0$11<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.