LJCM
EFAA

Lee Johnson Capital Management’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Lee Johnson Capital Management’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 		$7.37M Sell
132,130
-98,683
-43% -$5.42M 2.3% 10
2026
Q1 		$12.2M Buy
230,813
+23,268
+11% +$1.28M 4.36% 4
2025
Q4 		$11.2M Buy
+207,545
New +$11.1M 3.85% 3

Other funds holding EFAA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lee Johnson Capital Management's EFAA Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 43% in Q2 2026, selling an estimated $5.42M and leaving 132,130 shares worth $7.37M. The position accounts for 2.3% of the portfolio, ranked #10.

Lee Johnson Capital Management first reported a position in EFAA in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.2M in Q1 2026. 71 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Lee Johnson Capital Management held 132,130 shares of Invesco MSCI EAFE Income Advantage ETF worth $7.37M as of Q2 2026.
  • Lee Johnson Capital Management sold 98,683 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $5.42M.
  • Invesco MSCI EAFE Income Advantage ETF made up 2.3% of Lee Johnson Capital Management's portfolio in Q2 2026, its #10 holding.
  • Lee Johnson Capital Management first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q4 2025 and has held it in 3 quarters since.
  • Lee Johnson Capital Management's Invesco MSCI EAFE Income Advantage ETF position peaked at $12.2M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.