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Disclosery

PIO INVESCO EXCH TRADED FD TR II

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ETF (fund)

113 managers (114 13F filers) reported a position in PIO shares at 2026-03-31, 2,284,993 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
113
13F filers
114
New
10
Added
26
Reduced
26
Sold out
8
Shares held by filers
2,284,993

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/499,330$21.7M<0.01%+13,95813F-HRTimelineGroup
1832 Asset Management L.P.400,105$17.4M0.02%+15,87613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY312,537$13.6M<0.01%-89313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN120,426$5.23M<0.01%+15,88113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.110,094$4.78M0.01%-1,74113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding103,924$4.51M-6,016Timeline
LPL Financial LLC99,293$4.31M<0.01%+10,09813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,453$2.1M<0.01%+20213F-HRTimelineGroup
CIBC WORLD MARKET INC.47,198$2.05M<0.01%-23213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,150$1.22M<0.01%-25113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC27,994$1.22M<0.01%+3,29713F-HRTimelineGroup
Cetera Investment Advisers27,749$1.2M<0.01%+1,95413F-HRTimeline
Linscomb Wealth, Inc.26,067$1.13M0.05%+4,76613F-HRTimeline
Regal Investment Advisors LLC20,513$891K0.05%+2,76213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC18,000$782K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,969$737K<0.01%-22213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,702$725K<0.01%-1413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,696$725K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC16,500$716K<0.01%-913F-HRTimeline
Elmwood Wealth Management, Inc.15,755$684K0.19%-3,85813F-HRTimeline
YHB Investment Advisors, Inc.14,720$639K0.05%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,180$572K<0.01%+10013F-HRTimelineGroup
MATHER GROUP, LLC.12,421$539K0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.11,607$504K<0.01%+1,20013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA11,497$499K0.25%013F-HRTimeline
Ifrah Financial Services, Inc.11,169$485K0.13%-35613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,130$483K0.02%-113F-HRTimelineGroup
Moors & Cabot, Inc.10,414$452K0.02%-1,31113F-HRTimeline
Capital Wealth Alliance, LLC10,247$445K0.2%-10,11613F-HRTimeline
Mutual Advisors, LLC9,367$407K0.01%+14013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,049$393K<0.01%-2,12013F-HR/ATimelineGroup
Summit Financial, LLC8,776$381K<0.01%-18013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,940$301K0.01%-50713F-HRTimeline
HighTower Advisors, LLC6,858$298K<0.01%+2,23913F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,834$297K0.19%+813F-HRTimeline
MONECO ADVISORS, LLC6,638$288K0.02%-1,43813F-HRTimeline
FMR LLCin group FMR LLC6,449$280K<0.01%+1,20013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,283$273K<0.01%-90,72713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,952$258K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,918$257K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,819$252K<0.01%-9313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,780$251K<0.01%013F-HRTimelineGroup
Sandbox Financial Partners, LLC5,734$249K0.07%+43513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,405$235K0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC5,352$232K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,210$226K<0.01%-1513F-HRTimelineGroup
DEARBORN PARTNERS LLC3,350$224K0.01%013F-HRTimeline
Millstone Evans Group, LLC5,030$218K0.13%013F-HRTimeline
Meramec Financial Planners, LLC4,630$217K0.09%+413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,925$208K<0.01%+26613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,664$206K<0.01%-1,44513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources4,500$195K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,016$174K0.03%+113F-HRTimeline
Parallel Advisors, LLC3,470$151K<0.01%013F-HR/ATimeline
BLUELINE ADVISORS LLC3,273$142K0.11%+93713F-HRTimeline
WealthShield Partners, LLC3,085$134K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,041$132K0.02%+313F-HRTimeline
Smithfield Trust Co2,800$122K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,795$121K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,611$115K<0.01%-1,00013F-HRTimeline
SBI Securities Co., Ltd.2,607$113K<0.01%+8413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,227$96.7K<0.01%+7913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,113$91.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co2,000$86.8K<0.01%-20013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,910$82.9K<0.01%new13F-HRTimelineGroup
Hanson & Doremus Investment Management1,764$77K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,723$74.8K<0.01%013F-HRTimelineGroup
MAI Capital Management1,700$73.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,600$69.5K<0.01%013F-HRTimeline
United Financial Planning Group LLC1,060$67.8K0.04%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,539$66.8K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,500$65.1K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,437$62.4K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,387$60K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC1,250$54.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,213$52.7K<0.01%-3413F-HR/ATimeline
Manchester Capital Management LLC1,200$52.1K0.01%013F-HRTimeline
UNION SAVINGS BANK979$42.5K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA888$38.6K<0.01%-40013F-HRTimelineGroup
BOKF, NAin group BOKF, NA860$37.3K<0.01%013F-HRTimelineGroup
Breakwater Investment Management774$33.6K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd750$32.6K<0.01%013F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.750$32.6K0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO743$32.3K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC736$32K<0.01%013F-HRTimeline
WHITTIER TRUST CO700$30.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC630$27.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.599$26K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC547$24.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.561$24.4K<0.01%+13513F-HRTimeline
GAMMA Investing LLC493$21.4K<0.01%013F-HRTimeline
Triumph Capital Management384$16.7K<0.01%013F-HRTimeline
GODSEY & GIBB, INC305$13.2K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC304$13.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.282$12.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.275$11.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…270$11.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…234$10.3K<0.01%+113F-HRTimeline
North Star Investment Management Corp.230$10K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC229$10K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$8.69K<0.01%013F-HRTimeline
IFP Advisors, Inc103$4.47K<0.01%013F-HRTimeline
Trask Adam Roland100$4.34K<0.01%13F-HRTimeline
Rossby Financial, LCC90$3.96K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$3.26K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC58$2.53K<0.01%013F-HRTimeline
Bogart Wealth, LLC50$2.17K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.50$2.17K<0.01%013F-HRTimeline
CX Institutional42$2K<0.01%013F-HRTimeline
Root Financial Partners, LLC38$1.65K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC22$955<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC18$782<0.01%013F-HRTimeline
Avalon Trust Co0$11<0.01%-2,88113F-HRTimelineAmount filed as zero, left out of ratios.