LPL Financial’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

LPL Financial’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	$37.4M	Buy	708,329 +171,728	+32%	+$9.41M	0.01%	1065
2025 Q4	$29M	Buy	536,601 +114,090	+27%	+$6.08M	0.01%	1164
2025 Q3	$22.3M	Buy	422,511 +123,869	+41%	+$6.45M	0.01%	1295
2025 Q2	$15.4M	Buy	298,642 +130,039	+77%	+$6.47M	0.01%	1422
2025 Q1	$8.22M	Buy	+168,603	New	+$8.2M	﹤0.01%	1752

Other funds holding EFAA

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's EFAA Position: Q1 2026 in Review

LPL Financial increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 32% in Q1 2026, buying an estimated $9.41M and bringing the position to 708,329 shares worth $37.4M. The position accounts for 0.01% of the portfolio, ranked #1065.

LPL Financial first reported a position in EFAA in Q1 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

LPL Financial held 708,329 shares of Invesco MSCI EAFE Income Advantage ETF worth $37.4M as of Q1 2026.
LPL Financial bought 171,728 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $9.41M.
Invesco MSCI EAFE Income Advantage ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1065 holding.
LPL Financial first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q1 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.