CPIG
EFAA

Chicago Partners Investment Group’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Chicago Partners Investment Group’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
Q2 		$5.25M Sell
95,125
-250
-0.3% -$13.7K 0.1% 167
2026
Q1 		$5.19M Buy
95,375
+70,325
+281% +$3.85M 0.12% 156
2025
Q4 		$1.38M Buy
+25,050
New +$1.33M 0.03% 375

Other funds holding EFAA

PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Chicago Partners Investment Group's EFAA Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 0.26% in Q2 2026, selling an estimated $13.7K and leaving 95,125 shares worth $5.25M. The position accounts for 0.1% of the portfolio, ranked #167.

Chicago Partners Investment Group first reported a position in EFAA in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Chicago Partners Investment Group held 95,125 shares of Invesco MSCI EAFE Income Advantage ETF worth $5.25M as of Q2 2026.
  • Chicago Partners Investment Group sold 250 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $13.7K.
  • Invesco MSCI EAFE Income Advantage ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #167 holding.
  • Chicago Partners Investment Group first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.