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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 2025-09-30, 2,294,549 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
111
13F filers
111
New
9
Added
26
Reduced
19
Sold out
4
Shares held by filers
2,294,549

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/479,589$21.5M<0.01%+5,29813F-HR/ATimelineGroup
1832 Asset Management L.P.378,598$17M0.03%+4,96113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY303,639$13.6M<0.01%+2,54513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,671$5.1M0.01%+94,72213F-HRTimelineGroup
UBS Group AGin group UBS Group AG111,290$5M<0.01%+4,48113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN104,647$4.7M<0.01%-41213F-HRTimelineGroup
LPL Financial LLC92,414$4.15M<0.01%+4,57813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,120$2.97M<0.01%+43,92913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,900$2.15M<0.01%+50013F-HRTimelineGroup
CIBC WORLD MARKET INC.47,449$2.13M<0.01%-13113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,695$1.29M<0.01%+43513F-HRTimeline
Elmwood Wealth Management, Inc.28,518$1.28M0.45%-16,33513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,154$1.13M<0.01%+9,42213F-HRTimelineGroup
Cetera Investment Advisers21,864$982K<0.01%+4,38613F-HRTimeline
Linscomb Wealth, Inc.21,335$958K0.04%013F-HRTimeline
Capital Wealth Alliance, LLC20,652$927K0.46%-3,72913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,731$841K<0.01%+2713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,301$822K<0.01%new13F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC18,000$808K0.01%013F-HRTimeline
Regal Investment Advisors LLC17,115$768K0.05%+9,36013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,716$750K<0.01%-10813F-HRTimeline
Private Advisor Group, LLC16,509$741K<0.01%-5013F-HRTimeline
YHB Investment Advisors, Inc.14,720$661K0.05%013F-HRTimeline
MONECO ADVISORS, LLC13,696$615K0.05%-39,94513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,080$587K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.12,225$549K0.02%-1,80013F-HRTimeline
NAPA WEALTH MANAGEMENT12,184$547K0.26%new13F-HRTimeline
Ifrah Financial Services, Inc.11,881$533K0.14%-11113F-HRTimeline
LFA - Lugano Financial Advisors SA11,497$516K0.27%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,131$500K0.02%+113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,663$434K<0.01%+42313F-HRTimelineGroup
Mutual Advisors, LLC9,253$425K0.01%-24813F-HRTimeline
Summit Financial, LLC8,956$402K0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.8,807$395K<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC7,180$322K0.01%+44013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,811$306K0.21%+1013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,952$267K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,912$265K<0.01%-63913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,780$259K<0.01%013F-HRTimelineGroup
DEARBORN PARTNERS LLC3,412$246K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC5,456$245K0.03%013F-HRTimeline
Sandbox Financial Partners, LLC5,374$241K0.07%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,224$235K<0.01%new13F-HRTimelineGroup
Penobscot Investment Management Company…5,090$229K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,085$228K<0.01%-50713F-HRTimelineGroup
Millstone Evans Group, LLC5,030$226K0.14%013F-HRTimeline
HighTower Advisors, LLC4,933$221K<0.01%+113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,638$208K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,530$203K<0.01%+113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,500$202K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,014$180K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,010$177K<0.01%+13013F-HRTimelineGroup
Farther Finance Advisors, LLC3,620$163K<0.01%+26113F-HRTimeline
Parallel Advisors, LLC3,470$156K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,329$149K<0.01%+67113F-HRTimelineGroup
WealthShield Partners, LLC3,100$139K0.02%+12013F-HRTimeline
Running Point Capital Advisors, LLC2,886$130K0.03%013F-HRTimeline
Avalon Trust Co2,881$129K0.01%013F-HRTimeline
Smithfield Trust Co2,800$126K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,795$125K<0.01%-7713F-HRTimeline
SBI Securities Co., Ltd.2,744$123K<0.01%-59613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,301$103K<0.01%+48813F-HRTimelineGroup
CENTRAL TRUST Co2,200$98.8K<0.01%-10013F-HRTimeline
BLAIR WILLIAM & CO/IL2,113$94.8K<0.01%013F-HRTimeline
COMERICA BANK1,910$85.7K<0.01%-4513F-HRTimeline
MATHER GROUP, LLC.1,831$82.2K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management1,764$79K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,723$77.4K<0.01%-26613F-HRTimelineGroup
AdvisorNet Financial, Inc1,600$71.8K<0.01%013F-HRTimeline
MAI Capital Management1,598$71.7K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,530$68.3K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,504$67.5K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,500$67.3K0.02%013F-HRTimeline
NewEdge Advisors, LLC1,347$60.5K<0.01%-2813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,331$59.6K<0.01%+9413F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,255$56.3K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC1,250$56.1K0.01%013F-HRTimeline
Manchester Capital Management LLC1,200$53.9K0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,135$51K<0.01%+1113F-HRTimeline
AllSquare Wealth Management LLC937$42.1K0.02%013F-HRTimeline
Glenmede Investment Management, LP888$39.9K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA860$38.6K<0.01%013F-HRTimelineGroup
Breakwater Investment Management774$34.7K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd750$33.7K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC736$33K<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
BARTLETT & CO. WEALTH MANAGEMENT LLC547$24.6K<0.01%013F-HRTimeline
GAMMA Investing LLC493$22.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.426$19.1K<0.01%013F-HRTimeline
GODSEY & GIBB, INC305$13.7K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC304$13.6K0.01%-31,25513F-HRTimeline
Future Financial Wealth Managment LLC285$12.8K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD Waterhouse Canada Inc.282$12.6K<0.01%new13F-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
ARMSTRONG ADVISORY GROUP, INC200$8.98K<0.01%013F-HRTimeline
TRUST CO OF VERMONT150$6.73K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.141$6.34K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc103$4.62K<0.01%013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp100$4.49K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC90$4.04K<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
CALDWELL SUTTER CAPITAL, INC.50$2.25K<0.01%013F-HRTimeline
CX Institutional42$2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41$1.84K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC18$808<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13$584<0.01%013F-HRTimeline