Choreo LLC
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Choreo LLC’s Invesco Preferred ETF PGX Stock Holding History

Choreo LLC’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$280K Buy
+27,777
New +$295K ﹤0.01% 1354
2025
Q3 		– Sell
-10,026
Closed -$112K – 1634
2025
Q2 		$112K Buy
+10,026
New +$110K ﹤0.01% 1458

Other funds holding PGX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $121M AUM 12.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Spectrum Asset Management (Connecticut)
Spectrum Asset Management (Connecticut) Stamford, Connecticut $75.9M AUM 11.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Choreo LLC's PGX Position: Q3 2026 in Review

Choreo LLC opened a new position in Invesco Preferred ETF (PGX) in Q3 2026: 27,777 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Choreo LLC previously reported a position in PGX as recently as Q2 2025.

Choreo LLC first reported a position in PGX in Q2 2025 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • Choreo LLC held 27,777 shares of Invesco Preferred ETF worth $280K as of Q3 2026.
  • Invesco Preferred ETF was a new Choreo LLC position in Q3 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Choreo LLC's portfolio in Q3 2026, its #1354 holding.
  • Choreo LLC first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.