Choreo LLC’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Choreo LLC’s Portfolio PFFV Stock Details PFFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	11,938 +1,500	+14%	+$33.3K	﹤0.01%	1386
2026 Q1	$228K	Hold	10,438	–	–	﹤0.01%	1407
2025 Q4	$232K	Hold	10,438	–	–	﹤0.01%	1375
2025 Q3	$241K	Hold	10,438	–	–	﹤0.01%	1354
2025 Q2	$238K	Hold	10,438	–	–	﹤0.01%	1311
2025 Q1	$247K	Buy	+10,438	New	+$249K	﹤0.01%	1208

Other funds holding PFFV

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

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

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

Choreo LLC's PFFV Position: Q2 2026 in Review

Choreo LLC increased its Global X Variable Rate Preferred ETF (PFFV) stake by 14% in Q2 2026, buying an estimated $33.3K and bringing the position to 11,938 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Choreo LLC first reported a position in PFFV in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Choreo LLC held 11,938 shares of Global X Variable Rate Preferred ETF worth $263K as of Q2 2026.
Choreo LLC bought 1,500 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $33.3K.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1386 holding.
Choreo LLC first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.