Biltmore Family Office’s Invesco Dividend Achievers ETF PFM Stock Holding History

Biltmore Family Office’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-352	Closed	-$17K	–	296
2025 Q2	$17K	Hold	352	–	–	﹤0.01%	257
2025 Q1	$16.1K	Buy	+352	New	+$16.5K	﹤0.01%	248

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

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

Biltmore Family Office sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2025, closing a stake of 352 shares — an estimated $17K sold.

Biltmore Family Office first reported a position in PFM in Q1 2025 and held it in 2 quarters. The position peaked at $17K in Q2 2025. 121 funds tracked by Wall St. Rank hold PFM as of Q3 2025.

Biltmore Family Office reported no remaining Invesco Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Biltmore Family Office sold 352 Invesco Dividend Achievers ETF shares in Q3 2025, an estimated $17K.
Biltmore Family Office first reported a position in Invesco Dividend Achievers ETF in Q1 2025 and held it in 2 quarters.
Biltmore Family Office's Invesco Dividend Achievers ETF position peaked at $17K in Q2 2025.
121 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2025.

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