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Disclosery

PIO INVESCO EXCH TRADED FD TR II

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ETF (fund)

115 managers (116 13F filers) reported a position in PIO shares at 2025-12-31, 2,325,361 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
115
13F filers
116
New
8
Added
22
Reduced
25
Sold out
5
Shares held by filers
2,325,361

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/485,372$21.4M<0.01%+5,78313F-HRTimelineGroup
1832 Asset Management L.P.384,229$17M0.02%+5,63113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY313,430$13.8M<0.01%+9,79113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,835$4.94M0.01%-1,83613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding109,940$4.85M-1,350Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN104,545$4.62M<0.01%-10213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC97,010$4.28M<0.01%+30,89013F-HRTimelineGroup
LPL Financial LLC89,195$3.94M<0.01%-3,21913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,251$2.13M<0.01%+35113F-HRTimelineGroup
CIBC WORLD MARKET INC.47,430$2.09M<0.01%-1913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,401$1.25M<0.01%-29413F-HRTimeline
Cetera Investment Advisers25,795$1.14M<0.01%+3,93113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,697$1.09M<0.01%-45713F-HRTimelineGroup
Capital Wealth Alliance, LLC20,363$965K0.41%-28913F-HRTimeline
Linscomb Wealth, Inc.21,301$940K0.04%-3413F-HRTimeline
Elmwood Wealth Management, Inc.19,613$866K0.27%-8,90513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC18,000$795K0.01%013F-HRTimeline
Regal Investment Advisors LLC17,751$784K0.05%+63613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,191$759K<0.01%-1,54013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,716$738K<0.01%013F-HRTimeline
Private Advisor Group, LLC16,509$729K<0.01%013F-HRTimeline
YHB Investment Advisors, Inc.14,720$650K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,080$578K<0.01%013F-HR/ATimelineGroup
Moors & Cabot, Inc.11,725$518K0.02%-50013F-HRTimeline
Ifrah Financial Services, Inc.11,525$509K0.13%-35613F-HRTimeline
LFA - Lugano Financial Advisors SA11,497$508K0.26%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,169$493K<0.01%+1,50613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management11,131$491K0.02%013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,407$459K<0.01%+1,60013F-HRTimelineGroup
Mutual Advisors, LLC9,227$407K0.01%-2613F-HRTimeline
Summit Financial, LLC8,956$395K0.01%013F-HRTimeline
MONECO ADVISORS, LLC8,076$357K0.03%-5,62013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,447$329K0.01%+26713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,826$301K0.2%+1513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,109$270K<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC6,011$265K0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,952$263K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,912$261K<0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,780$255K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC5,352$236K0.03%-10413F-HRTimeline
DEARBORN PARTNERS LLC3,350$236K0.01%-6213F-HRTimeline
Sandbox Financial Partners, LLC5,299$234K0.06%-7513F-HRTimeline
FMR LLCin group FMR LLC5,249$232K<0.01%+1,92013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,225$231K<0.01%+113F-HRTimelineGroup
Penobscot Investment Management Company…5,090$225K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,085$225K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC5,030$222K0.13%013F-HRTimeline
Meramec Financial Planners, LLC4,626$219K0.09%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,879$215K<0.01%-13,42213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,659$206K<0.01%+64913F-HRTimelineGroup
HighTower Advisors, LLC4,619$204K<0.01%-31413F-HRTimeline
J.W. COLE ADVISORS, INC.4,531$200K<0.01%+113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,500$199K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,015$177K0.03%+113F-HRTimeline
Farther Finance Advisors, LLC3,611$159K<0.01%-913F-HRTimeline
Parallel Advisors, LLC3,470$153K<0.01%013F-HRTimeline
WealthShield Partners, LLC3,085$136K0.02%-1513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,038$134K0.02%new13F-HRTimeline
Running Point Capital Advisors, LLC2,886$127K0.03%013F-HRTimeline
Avalon Trust Co2,881$127K0.01%013F-HRTimeline
Smithfield Trust Co2,800$124K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,795$123K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,523$111K<0.01%-22113F-HRTimeline
BLUELINE ADVISORS LLC2,336$103K0.08%13F-HRTimeline
CENTRAL TRUST Co2,200$97.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,148$94.8K<0.01%-15313F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL2,113$93.3K<0.01%013F-HRTimeline
COMERICA BANK1,910$84.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,764$78K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,723$76.1K<0.01%013F-HRTimelineGroup
MAI Capital Management1,700$75.1K<0.01%+10213F-HRTimeline
AdvisorNet Financial, Inc1,600$70.6K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,530$68K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,539$68K<0.01%+3513F-HRTimelineGroup
ADIRONDACK TRUST CO1,500$66.2K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,387$61K<0.01%+5613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,288$56.9K<0.01%13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,255$55.4K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC1,250$55.2K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,247$55.1K<0.01%-10013F-HRTimeline
Manchester Capital Management LLC1,200$53K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,182$52.2K<0.01%+4713F-HRTimeline
UNION SAVINGS BANK979$43.2K0.02%13F-HRTimeline
TRUST CO OF VERMONT863$38.1K<0.01%+71313F-HRTimeline
BOKF, NAin group BOKF, NA860$38K<0.01%013F-HRTimelineGroup
Breakwater Investment Management774$34.2K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd750$33.1K<0.01%013F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.750$33.1K0.01%13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO743$32.8K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC736$32.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC630$27.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.599$26.4K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC547$24.2K<0.01%013F-HRTimeline
GAMMA Investing LLC493$21.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.426$18.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.418$18.5K<0.01%+27713F-HRTimelineGroup
Triumph Capital Management384$17K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC305$13.5K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC304$13.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.282$12.4K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.275$12.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…270$11.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…233$10.3K<0.01%new13F-HRTimeline
North Star Investment Management Corp.230$10.2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC229$10K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$8.83K<0.01%013F-HRTimeline
IFP Advisors, Inc103$4.55K<0.01%013F-HRTimeline
Rossby Financial, LCC90$3.97K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$3.31K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC58$2.58K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.50$2.21K<0.01%013F-HRTimeline
CX Institutional42$2K<0.01%013F-HRTimeline
Root Financial Partners, LLC38$1.68K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC18$795<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13$574<0.01%013F-HRTimeline