LAM
EFAA

Lifestyle Asset Management’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Lifestyle Asset 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 		$5.09M Buy
91,302
+10,637
+13% +$584K 1.37% 19
2026
Q1 		$4.25M Buy
80,665
+27,491
+52% +$1.51M 1.39% 14
2025
Q4 		$2.87M Buy
53,174
+667
+1% +$35.5K 0.94% 27
2025
Q3 		$2.78M Buy
52,507
+7,395
+16% +$385K 0.95% 21
2025
Q2 		$2.33M Buy
+45,112
New +$2.24M 1.09% 16

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
WI
Wealth Intelligence Columbus, Georgia $215M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Lifestyle Asset Management's EFAA Position: Q2 2026 in Review

Lifestyle Asset Management increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 13% in Q2 2026, buying an estimated $584K and bringing the position to 91,302 shares worth $5.09M. The position accounts for 1.37% of the portfolio, ranked #19.

Lifestyle Asset Management first reported a position in EFAA in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Lifestyle Asset Management held 91,302 shares of Invesco MSCI EAFE Income Advantage ETF worth $5.09M as of Q2 2026.
  • Lifestyle Asset Management bought 10,637 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $584K.
  • Invesco MSCI EAFE Income Advantage ETF made up 1.37% of Lifestyle Asset Management's portfolio in Q2 2026, its #19 holding.
  • Lifestyle Asset Management first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.