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EFAA

Advisor OS’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Advisor OS’s Portfolio EFAA Stock Details EFAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.14M Buy
59,504
+12,507
+27% +$686K 0.23% 73
2025
Q4 		$2.54M Buy
46,997
+16,212
+53% +$864K 0.2% 80
2025
Q3 		$1.63M Buy
+30,785
New +$1.6M 0.14% 100

Other funds holding EFAA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisor OS's EFAA Position: Q1 2026 in Review

Advisor OS increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 27% in Q1 2026, buying an estimated $686K and bringing the position to 59,504 shares worth $3.14M. The position accounts for 0.23% of the portfolio, ranked #73.

Advisor OS first reported a position in EFAA in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

  • Advisor OS held 59,504 shares of Invesco MSCI EAFE Income Advantage ETF worth $3.14M as of Q1 2026.
  • Advisor OS bought 12,507 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $686K.
  • Invesco MSCI EAFE Income Advantage ETF made up 0.23% of Advisor OS's portfolio in Q1 2026, its #73 holding.
  • Advisor OS first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.