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Disclosery

PIO INVESCO EXCH TRADED FD TR II

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ETF (fund)

111 managers (111 13F filers) reported a position in PIO shares at 2025-06-30, 2,451,085 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
111
13F filers
111
New
9
Added
19
Reduced
27
Sold out
8
Shares held by filers
2,451,085

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/474,291$21.2M<0.01%-8,34713F-HRTimelineGroup
1832 Asset Management L.P.373,637$16.7M0.03%+4,14513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY301,094$13.4M<0.01%+2,99113F-HRTimelineGroup
CW Advisors, LLC189,558$8.47M0.08%+4,45113F-HRTimeline
UBS Group AGin group UBS Group AG106,809$4.77M<0.01%+41,61313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105,059$4.69M<0.01%-2,36813F-HRTimelineGroup
Money Design Co.,Ltd.89,431$4M0.19%-9,57313F-HRTimeline
LPL Financial LLC87,836$3.92M<0.01%-1,61313F-HRTimeline
MONECO ADVISORS, LLC53,641$2.4M0.22%new13F-HRTimeline
CIBC WORLD MARKET INC.47,580$2.13M<0.01%-9213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,400$2.12M<0.01%+713F-HRTimelineGroup
Elmwood Wealth Management, Inc.44,853$2M0.79%-18513F-HRTimeline
1 NORTH WEALTH SERVICES LLC31,559$1.97M0.78%+31,25513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,260$1.26M<0.01%-2,68513F-HRTimeline
Capital Wealth Alliance, LLC24,381$1.09M0.59%+5,04613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,191$991K<0.01%-12,44613F-HRTimelineGroup
Linscomb Wealth, Inc.21,335$953K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,949$847K<0.01%+12313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,704$836K<0.01%-67813F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC18,000$804K0.01%013F-HRTimeline
Cetera Investment Advisers17,478$781K<0.01%+55413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,824$752K<0.01%-18413F-HRTimeline
Private Advisor Group, LLC16,559$740K<0.01%-1,50813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,732$703K<0.01%-1,67313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,741$658K<0.01%-28,00513F-HRTimelineGroup
YHB Investment Advisors, Inc.14,720$657K0.05%013F-HRTimeline
Moors & Cabot, Inc.14,025$626K0.03%+513F-HRTimeline
Ifrah Financial Services, Inc.11,992$536K0.15%-14613F-HRTimeline
LFA - Lugano Financial Advisors SA11,497$514K0.3%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,130$497K0.02%013F-HRTimelineGroup
Mutual Advisors, LLC9,501$426K0.01%+4013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,240$413K<0.01%-2613F-HRTimelineGroup
Summit Financial, LLC8,956$400K0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.8,807$393K<0.01%-1,50013F-HRTimelineGroup
Regal Investment Advisors LLC7,755$346K0.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,389$330K<0.01%-2613F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,801$304K0.23%+2513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,740$301K0.01%-11913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,551$293K<0.01%-6613F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,952$266K<0.01%+50113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,780$258K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,592$250K<0.01%-5813F-HRTimelineGroup
Glen Eagle Advisors, LLC5,456$244K0.04%013F-HRTimeline
DEARBORN PARTNERS LLC3,412$239K0.01%-1513F-HRTimeline
Penobscot Investment Management Company…5,090$227K0.02%013F-HRTimeline
Millstone Evans Group, LLC5,030$225K0.15%013F-HRTimeline
HighTower Advisors, LLC4,932$220K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,638$207K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.4,529$202K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,500$201K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,014$179K0.03%+713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,880$173K<0.01%+18913F-HRTimelineGroup
Parallel Advisors, LLC3,470$155K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,359$150K<0.01%+3,35013F-HRTimeline
SBI Securities Co., Ltd.3,340$149K<0.01%-11013F-HRTimeline
WealthShield Partners, LLC2,980$133K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC2,886$129K0.04%013F-HRTimeline
Avalon Trust Co2,881$129K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,872$128K<0.01%-12313F-HRTimeline
Smithfield Trust Co2,800$125K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,658$119K<0.01%-25513F-HRTimelineGroup
Choate Investment Advisors2,625$117K<0.01%new13F-HRTimeline
CENTRAL TRUST Co2,300$103K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,113$94.4K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,989$88.8K<0.01%013F-HRTimelineGroup
COMERICA BANK1,955$87.3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,813$81K<0.01%+413F-HRTimelineGroup
Hanson & Doremus Investment Management1,764$79K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,600$71.5K<0.01%013F-HRTimeline
MAI Capital Management1,598$71.4K<0.01%-5013F-HRTimeline
Holos Integrated Wealth LLC1,530$68.6K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,504$67.2K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,500$67K0.02%013F-HRTimeline
NewEdge Advisors, LLC1,375$61.4K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,255$56.1K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC1,250$55.8K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,237$55.2K<0.01%+23813F-HR/ATimelineGroup
Global Retirement Partners, LLC1,124$50.2K<0.01%13F-HRTimeline
UNION SAVINGS BANK979$43.1K0.02%013F-HRTimeline
AllSquare Wealth Management LLC937$41.9K0.02%013F-HRTimeline
Glenmede Investment Management, LP888$39.7K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA860$38.4K<0.01%013F-HRTimelineGroup
Breakwater Investment Management774$34.6K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd750$33.5K<0.01%013F-HR/ATimelineGroup
AlphaCore Capital LLC736$32.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC630$28.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.599$26.8K<0.01%-24513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC547$24.4K<0.01%013F-HRTimeline
GAMMA Investing LLC493$22K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.426$19K<0.01%013F-HRTimeline
GODSEY & GIBB, INC305$13.6K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC285$12.7K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.275$12.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…270$12.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.230$10.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC229$10K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC193$9K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC200$8.93K<0.01%013F-HRTimeline
TRUST CO OF VERMONT150$6.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.141$6.3K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc103$4.6K<0.01%-40013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp100$4.47K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC90$4.02K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$3.35K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC58$2.6K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.50$2.23K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50$2.23K<0.01%new13F-HRTimelineGroup
CX Institutional42$2K<0.01%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC18$804<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13$581<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.