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Disclosery

PIO INVESCO EXCH TRADED FD TR II

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ETF (fund)

110 managers (110 13F filers) reported a position in PIO shares at 2024-12-31, 2,419,591 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
110
13F filers
110
New
5
Added
27
Reduced
20
Sold out
5
Shares held by filers
2,419,591

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/489,420$19.1M<0.01%+50713F-HRTimelineGroup
1832 Asset Management L.P.383,574$15M0.03%+7,17113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY271,540$10.6M<0.01%-4,89313F-HR/ATimelineGroup
CW Advisors, LLC180,660$7.06M0.1%-28613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN111,087$4.34M<0.01%+30,98013F-HRTimelineGroup
Money Design Co.,Ltd.109,366$4.27M0.22%-17,62213F-HRTimeline
LPL Financial LLC84,194$3.29M<0.01%+60613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…82,502$3.22M<0.01%+13,13713F-HRTimelineGroup
UBS Group AGin group UBS Group AG61,553$2.4M<0.01%-2,01413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,191$1.92M<0.01%+3,19513F-HRTimelineGroup
CIBC WORLD MARKET INC.47,181$1.84M<0.01%+2,21713F-HRTimeline
Elmwood Wealth Management, Inc.45,738$1.79M0.72%-21513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,445$1.23M<0.01%+3,98513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,368$1.23M<0.01%+9013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,941$1.01M<0.01%-37,10913F-HRTimelineGroup
Linscomb Wealth, Inc.21,335$833K0.04%+413F-HRTimeline
Capital Wealth Alliance, LLC21,210$828K0.47%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,298$754K<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,548$725K<0.01%-77613F-HR/ATimelineGroup
Private Advisor Group, LLC18,094$707K<0.01%-4,49113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC18,000$703K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,730$693K<0.01%+34113F-HRTimelineGroup
Cetera Investment Advisers17,476$683K<0.01%+68613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,008$664K<0.01%-57213F-HRTimeline
YHB Investment Advisors, Inc.14,720$575K0.05%-1,86413F-HRTimeline
Moors & Cabot, Inc.14,519$567K0.03%+113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,481$566K<0.01%-56613F-HRTimelineGroup
Ifrah Financial Services, Inc.12,385$484K0.13%+28813F-HRTimeline
LFA - Lugano Financial Advisors SA11,497$449K0.29%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,130$435K0.01%013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,407$406K<0.01%+70013F-HRTimelineGroup
Mutual Advisors, LLC9,432$376K0.01%+2113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,439$330K<0.01%+79213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,412$290K<0.01%+313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,759$264K0.21%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,236$244K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,208$228K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,780$226K<0.01%013F-HRTimelineGroup
DEARBORN PARTNERS LLC3,427$225K0.01%-10013F-HRTimeline
HighTower Advisors, LLC5,577$218K<0.01%+31613F-HRTimeline
Glen Eagle Advisors, LLC5,456$213K0.04%-20013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,451$213K<0.01%013F-HRTimelineGroup
Penobscot Investment Management Company…5,285$206K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,245$205K<0.01%+52513F-HRTimelineGroup
Millstone Evans Group, LLC5,030$196K0.13%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,500$176K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,006$156K0.03%+113F-HR/ATimeline
SBI Securities Co., Ltd.3,481$136K<0.01%13F-HRTimeline
Parallel Advisors, LLC3,470$136K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,995$117K<0.01%013F-HRTimeline
WealthShield Partners, LLC2,980$116K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC2,886$113K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,884$113K<0.01%013F-HRTimeline
Smithfield Trust Co2,800$109K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,765$108K<0.01%+18813F-HRTimelineGroup
CENTRAL TRUST Co2,300$89.8K<0.01%-28513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,989$77.7K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,900$74.2K<0.01%+1,36313F-HRTimelineGroup
MATHER GROUP, LLC.1,831$71.5K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,764$69K0.01%013F-HRTimeline
MAI Capital Management1,648$64.4K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,600$62.5K0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,530$59.8K0.04%13F-HRTimeline
COMERICA BANK1,505$58.8K<0.01%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,504$58.7K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,500$58.6K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,424$55.6K<0.01%+25113F-HRTimelineGroup
NewEdge Advisors, LLC1,412$55.2K<0.01%-26813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,255$51.5K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC1,250$48.8K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,111$43.4K<0.01%+1,01413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/999$39K<0.01%-25013F-HRTimelineGroup
UNION SAVINGS BANK979$38.2K0.02%013F-HRTimeline
AllSquare Wealth Management LLC937$36.6K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA888$34.7K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA860$33.4K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.844$33K<0.01%-2,35013F-HRTimeline
Breakwater Investment Management774$30.2K0.01%013F-HR/ATimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd750$29.3K<0.01%13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC630$24.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC547$21.4K<0.01%013F-HRTimeline
IFP Advisors, Inc503$19.6K<0.01%+313F-HRTimeline
GAMMA Investing LLC493$19.3K<0.01%013F-HRTimeline
Castleview Partners, LLC456$17.7K0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.426$16.6K<0.01%013F-HRTimeline
WR Wealth Planners, LLC417$16.3K0.01%013F-HRTimeline
WASHINGTON TRUST Co400$15.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.400$15.6K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC400$15.6K<0.01%-25013F-HRTimeline
GODSEY & GIBB, INC305$11.9K<0.01%013F-HRTimeline
Sandy Spring Bank300$11.7K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC285$11.1K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.275$10.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…270$10.5K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC229$9K<0.01%013F-HRTimeline
North Star Investment Management Corp.230$8.98K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.220$8.59K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC193$8K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC200$7.81K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO172$6.72K<0.01%-60013F-HRTimelineGroup
TRUST CO OF VERMONT150$5.86K<0.01%013F-HRTimeline
Larson Financial Group LLC145$5.66K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$3.91K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$2.93K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC58$2.28K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC18$703<0.01%-40013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$625<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…13$508<0.01%013F-HRTimeline
Farther Finance Advisors, LLC9$356<0.01%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.