PIZ — INVESCO EXCH TRADED FD TR II
As of Q3 2026, 2 SEC-registered investment managers reported holding PIZ (INVESCO EXCH TRADED FD TR II) in their latest 13F filings, with a combined reported value of $344.34K across 6.49K shares. That is -99.9% by share count (-10.58M shares) versus the previous quarter, while reported value moved -99.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 trimmed, 116 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q3 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q3 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Farther Finance Advisors, LLC history | 5.20K | $275.60K | 0.00% | Reduce |
| Wealth Enhancement Trust Services, Inc. history | 1.30K | $68.74K | 0.01% | Reduce |
Q2 2026 — 118 funds
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 2.25M | $111.22M | 0.02% | Add |
| Morgan Stanley history | 1.09M | $53.76M | 0.00% | Add |
| UBS Group AG history | 486.87K | $24.11M | 0.00% | Add |
| Bank of America Corp history | 20.77K | $1.03M | 0.00% | Reduce |
| Citigroup Inc history | 16.13K | $798.62K | 0.00% | Reduce |
| Citadel Advisors history | 15.11K | $748.45K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 741 | $36.68K | 0.00% | Reduce |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 2.00M | $98.11M | 0.02% | Add |
| Morgan Stanley history | 962.63K | $47.15M | 0.00% | Add |
| UBS Group AG history | 294.97K | $14.45M | 0.00% | Add |
| Citadel Advisors history | 129.63K | $6.35M | 0.00% | New |
| JPMorgan Chase & Co history | 31.86K | $1.56M | 0.00% | Add |
| Bank of America Corp history | 24.34K | $1.19M | 0.00% | Reduce |
| Citigroup Inc history | 16.82K | $823.84K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 814 | $39.87K | 0.00% | Add |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 1.94M | $92.60M | 0.02% | Add |
| Morgan Stanley history | 844.09K | $40.24M | 0.00% | Add |
| UBS Group AG history | 275.79K | $13.15M | 0.00% | Add |
| JPMorgan Chase & Co history | 31.27K | $1.49M | 0.00% | Reduce |
| Bank of America Corp history | 24.55K | $1.17M | 0.00% | Reduce |
| Citigroup Inc history | 16.26K | $775.05K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 719 | $34.29K | 0.00% | Reduce |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 589.10K | $27.07M | 0.00% | Add |
| JPMorgan Chase & Co history | 35.17K | $1.62M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 793 | $36.44K | 0.00% | Reduce |
New Positions (Q3 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 1.97M sh · $109.98M
- Morgan Stanley sold 1.19M sh · $66.70M
- LPL Financial LLC sold 966.88K sh · $54.05M
- AFFINITY WEALTH MANAGEMENT LLC sold 849.91K sh · $47.51M
- ROYAL BANK OF CANADA sold 648.24K sh · $36.24M
- RAYMOND JAMES FINANCIAL INC sold 484.71K sh · $27.10M
- Axiom Financial Strategies, LLC sold 407.77K sh · $22.79M
- UBS Group AG sold 345.71K sh · $19.33M
- Systelligence, LLC sold 335.63K sh · $18.76M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold 313.97K sh · $16.96M
- ENVESTNET ASSET MANAGEMENT INC sold 284.92K sh · $15.93M
- NewSquare Capital LLC sold 183.64K sh · $10.27M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5.20K | 5.63K | — | — | — | — | — |
| Wealth Enhancement Trust Services, Inc. | 1.30K | 1.99K | — | — | — | — | — |
| Citadel Advisors | — | — | 15.11K | 129.63K | — | — | 10.76K |
| Fidelity Management & Research (FMR) | — | 715 | 741 | 814 | 719 | 793 | 910 |
| Morgan Stanley | — | 1.19M | 1.09M | 962.63K | 844.09K | 589.10K | 307.02K |
| JPMorgan Chase & Co | — | 10.71K | — | 31.86K | 31.27K | 35.17K | 147 |
| AQR Capital Management | — | 4.24K | — | — | — | — | — |
| Bank of America Corp | — | 20.68K | 20.77K | 24.34K | 24.55K | — | — |
| Citigroup Inc | — | 15.68K | 16.13K | 16.82K | 16.26K | — | — |
| UBS Group AG | — | 345.71K | 486.87K | 294.97K | 275.79K | — | — |
| Wells Fargo & Co | — | 1.97M | 2.25M | 2.00M | 1.94M | — | — |
| FIFTH THIRD BANCORP | — | 10.58K | — | — | — | — | — |
| HUNTINGTON NATIONAL BANK | — | 1 | — | — | — | — | — |
| PRIVATE CLIENT SERVICES, LLC | — | 4.95K | — | — | — | — | — |
| &PARTNERS | — | 49.48K | — | — | — | — | — |
| AFFINITY WEALTH MANAGEMENT LLC | — | 849.91K | — | — | — | — | — |
| AQR CAPITAL MANAGEMENT LLC | — | 4.24K | — | — | — | — | — |
| BENJAMIN EDWARDS INC | — | 5.22K | — | — | — | — | — |
| BLAIR WILLIAM & CO/IL | — | 600 | — | — | — | — | — |
| BNP PARIBAS FINANCIAL MARKETS | — | 3.88K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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