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Choreo LLC’s Global X MLP ETF MLPA Stock Holding History

Choreo LLC’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Sell
7,435
-914
-11% -$47.9K ﹤0.01% 1067
2025
Q4 		$404K Sell
8,349
-8,078
-49% -$389K 0.01% 1031
2025
Q3 		$795K Buy
16,427
+2,260
+16% +$112K 0.01% 701
2025
Q2 		$711K Buy
14,167
+867
+7% +$43.2K 0.01% 722
2025
Q1 		$708K Buy
13,300
+200
+2% +$10.5K 0.01% 675
2024
Q4 		$645K Buy
13,100
+1,500
+13% +$73.6K 0.01% 771
2024
Q3 		$558K Sell
11,600
-3,524
-23% -$169K 0.01% 843
2024
Q2 		$738K Buy
15,124
+1,075
+8% +$51.1K 0.01% 641
2024
Q1 		$677K Hold
14,049
– – 0.02% 356
2023
Q4 		$622K Hold
14,049
– – 0.02% 349
2023
Q3 		$626K Sell
14,049
-1,400
-9% -$61.3K 0.02% 248
2023
Q2 		$663K Hold
15,449
– – 0.02% 248
2023
Q1 		$643K Buy
+15,449
New +$653K 0.02% 259

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Choreo LLC's MLPA Position: Q1 2026 in Review

Choreo LLC reduced its Global X MLP ETF (MLPA) stake by 11% in Q1 2026, selling an estimated $47.9K and leaving 7,435 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Choreo LLC first reported a position in MLPA in Q1 2023 and has held it in 13 quarters since. The position peaked at $795K in Q3 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Choreo LLC held 7,435 shares of Global X MLP ETF worth $401K as of Q1 2026.
  • Choreo LLC sold 914 Global X MLP ETF shares in Q1 2026, an estimated $47.9K.
  • Global X MLP ETF made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1067 holding.
  • Choreo LLC first reported a position in Global X MLP ETF in Q1 2023 and has held it in 13 quarters since.
  • Choreo LLC's Global X MLP ETF position peaked at $795K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.