BFO
PBSM

Biltmore Family Office’s Invesco PureBeta MSCI USA Small Cap ETF PBSM Stock Holding History

Biltmore Family Office’s Portfolio PBSM Stock Details PBSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32
Closed -$1.03K – 285
2022
Q4 		$1.03K Buy
+32
New +$1.03K ﹤0.01% 255

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Royal Bank of Canada
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HF
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GRP
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Biltmore Family Office's PBSM Position: Q1 2023 in Review

Biltmore Family Office sold out of Invesco PureBeta MSCI USA Small Cap ETF (PBSM) in Q1 2023, closing a stake of 32 shares — an estimated $1.03K sold.

Biltmore Family Office first reported a position in PBSM in Q4 2022 and held it in 1 quarter. The position peaked at $1.03K in Q4 2022. 14 funds tracked by Wall St. Rank hold PBSM as of Q1 2023.

  • Biltmore Family Office reported no remaining Invesco PureBeta MSCI USA Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Biltmore Family Office sold 32 Invesco PureBeta MSCI USA Small Cap ETF shares in Q1 2023, an estimated $1.03K.
  • Biltmore Family Office first reported a position in Invesco PureBeta MSCI USA Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Biltmore Family Office's Invesco PureBeta MSCI USA Small Cap ETF position peaked at $1.03K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Invesco PureBeta MSCI USA Small Cap ETF as of Q1 2023.

Based on Biltmore Family Office's 13F filing for Q1 2023, filed 12 May 2023.