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Biltmore Family Office’s Invesco MSCI USA ETF PBUS Stock Holding History

Biltmore Family Office’s Portfolio PBUS Stock Details PBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-142
Closed -$8.83K – 295
2025
Q2 		$8.83K Hold
142
– – ﹤0.01% 268
2025
Q1 		$7.96K Buy
+142
New +$8.39K ﹤0.01% 258
2023
Q1 		– Sell
-179
Closed -$6.81K – 280
2022
Q4 		$6.81K Buy
+179
New +$6.86K ﹤0.01% 247

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Biltmore Family Office's PBUS Position: Q3 2025 in Review

Biltmore Family Office sold out of Invesco MSCI USA ETF (PBUS) in Q3 2025, closing a stake of 142 shares — an estimated $8.83K sold.

Biltmore Family Office first reported a position in PBUS in Q4 2022 and held it in 3 quarters. The position peaked at $8.83K in Q2 2025. 44 funds tracked by Wall St. Rank hold PBUS as of Q3 2025.

  • Biltmore Family Office reported no remaining Invesco MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Biltmore Family Office sold 142 Invesco MSCI USA ETF shares in Q3 2025, an estimated $8.83K.
  • Biltmore Family Office first reported a position in Invesco MSCI USA ETF in Q4 2022 and held it in 3 quarters.
  • Biltmore Family Office's Invesco MSCI USA ETF position peaked at $8.83K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q3 2025.

Based on Biltmore Family Office's 13F filing for Q3 2025, filed 31 Oct 2025.