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
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

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 $21.3B AUM 22.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Johnson Capital Management's EFAA Position: Q1 2026 in Review

Lee Johnson Capital Management increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 11% in Q1 2026, buying an estimated $1.28M and bringing the position to 230,813 shares worth $12.2M. The position accounts for 4.36% of the portfolio, ranked #4.

Lee Johnson Capital Management first reported a position in EFAA in Q4 2025 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

  • Lee Johnson Capital Management held 230,813 shares of Invesco MSCI EAFE Income Advantage ETF worth $12.2M as of Q1 2026.
  • Lee Johnson Capital Management bought 23,268 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $1.28M.
  • Invesco MSCI EAFE Income Advantage ETF made up 4.36% of Lee Johnson Capital Management's portfolio in Q1 2026, its #4 holding.
  • Lee Johnson Capital Management first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q4 2025 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.