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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 2025-03-31, 2,434,307 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
110
13F filers
110
New
10
Added
17
Reduced
24
Sold out
8
Shares held by filers
2,434,307

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/482,638$19.4M<0.01%-6,78213F-HRTimelineGroup
1832 Asset Management L.P.369,492$14.8M0.03%-14,08213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY298,103$12M<0.01%+26,56313F-HRTimelineGroup
CW Advisors, LLC185,107$7.43M0.09%+4,44713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107,427$4.31M<0.01%-3,66013F-HRTimelineGroup
Money Design Co.,Ltd.99,004$3.97M0.2%-10,36213F-HRTimeline
LPL Financial LLC89,449$3.59M<0.01%+5,25513F-HRTimeline
FLOW TRADERS U.S. LLC85,620$3.44M0.14%new13F-HRTimeline
UBS Group AGin group UBS Group AG65,196$2.62M<0.01%+3,64313F-HRTimelineGroup
CIBC WORLD MARKET INC.47,672$1.91M<0.01%+49113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,393$1.9M<0.01%-1,79813F-HRTimelineGroup
Elmwood Wealth Management, Inc.45,038$1.81M0.74%-70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,746$1.72M<0.01%-39,75613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,637$1.39M<0.01%+3,19213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,945$1.24M<0.01%-42313F-HRTimeline
Linscomb Wealth, Inc.21,335$856K0.04%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,382$778K<0.01%+8413F-HRTimelineGroup
Capital Wealth Alliance, LLC19,335$776K0.46%-1,87513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,826$756K<0.01%+27813F-HRTimelineGroup
Private Advisor Group, LLC18,067$725K<0.01%-2713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC18,000$722K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,405$698K<0.01%-32513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,008$683K<0.01%013F-HRTimeline
Cetera Investment Advisers16,924$679K<0.01%-55213F-HRTimeline
YHB Investment Advisors, Inc.14,720$591K0.05%013F-HRTimeline
Moors & Cabot, Inc.14,020$563K0.03%-49913F-HRTimeline
Ifrah Financial Services, Inc.12,138$487K0.14%-24713F-HRTimeline
LFA - Lugano Financial Advisors SA11,497$461K0.31%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,130$447K0.01%013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,307$414K<0.01%-10013F-HRTimelineGroup
Mutual Advisors, LLC9,461$386K0.01%+2913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,266$380K<0.01%-5,21513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,415$298K<0.01%+313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,859$275K0.01%+62313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,776$272K0.23%+1713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,617$266K<0.01%-19,32413F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,780$232K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,650$227K<0.01%-2,78913F-HRTimelineGroup
DEARBORN PARTNERS LLC3,427$221K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC5,456$219K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,451$219K<0.01%013F-HRTimelineGroup
Penobscot Investment Management Company…5,090$204K0.02%-19513F-HRTimeline
Millstone Evans Group, LLC5,030$202K0.14%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,500$181K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,007$161K0.03%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,691$148K<0.01%+1,79113F-HR/ATimelineGroup
Olde Wealth Management, LLC3,566$143K0.05%new13F-HRTimeline
Parallel Advisors, LLC3,470$139K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.3,450$138K<0.01%-3113F-HRTimeline
Aptus Capital Advisors, LLC2,995$120K<0.01%013F-HRTimeline
WealthShield Partners, LLC2,980$120K0.02%013F-HRTimeline
FMR LLCin group FMR LLC2,913$117K<0.01%+14813F-HRTimelineGroup
Running Point Capital Advisors, LLC2,886$116K0.04%013F-HRTimeline
Avalon Trust Co2,881$116K0.01%new13F-HRTimeline
Smithfield Trust Co2,800$112K0.01%013F-HRTimeline
CENTRAL TRUST Co2,300$92.3K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,112$84.8K<0.01%-77213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,989$79.8K<0.01%013F-HRTimelineGroup
COMERICA BANK1,955$78.5K<0.01%+45013F-HRTimeline
MATHER GROUP, LLC.1,831$73.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,809$72.6K<0.01%+38513F-HRTimelineGroup
Hanson & Doremus Investment Management1,764$71K0.01%013F-HRTimeline
MAI Capital Management1,648$66.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,600$64.2K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,530$61.4K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,504$60.4K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,500$60.2K0.02%013F-HRTimeline
NewEdge Advisors, LLC1,375$55.2K<0.01%-3713F-HRTimeline
SVB WEALTH LLC1,355$54.4K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,255$50.4K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC1,250$50.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/999$40K<0.01%013F-HRTimelineGroup
UNION SAVINGS BANK979$39.3K0.02%013F-HRTimeline
AllSquare Wealth Management LLC937$37.6K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA888$35.6K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA860$34.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.844$33.9K<0.01%013F-HRTimeline
Breakwater Investment Management774$31.1K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd750$30.1K<0.01%013F-HR/ATimelineGroup
AlphaCore Capital LLC736$29.5K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC630$25.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC547$22K<0.01%013F-HRTimeline
IFP Advisors, Inc503$20.2K<0.01%013F-HRTimeline
GAMMA Investing LLC493$19.8K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.426$17.1K<0.01%013F-HRTimeline
WASHINGTON TRUST Co400$16.1K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC400$16K<0.01%013F-HRTimeline
GODSEY & GIBB, INC305$12.2K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC304$12.2K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC285$11.4K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.275$11K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…270$10.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.230$9.23K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC229$9K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.220$8.83K<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
TRUST CO OF VERMONT150$6.02K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.130$5.18K<0.01%-27013F-HRTimeline
SIMPLEX TRADING, LLC140$5K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp100$4.01K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC90$3.67K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$3.01K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC58$2.34K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.50$2.01K<0.01%-5013F-HRTimeline
CX Institutional42$2K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC18$722<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13$522<0.01%013F-HRTimeline
Farther Finance Advisors, LLC9$365<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.