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 Q3	$56.1M	Buy	1,020,491 +206,326	+25%	+$11.6M	0.01%	974
2026 Q2	$45.4M	Buy	814,165 +105,836	+15%	+$5.81M	0.01%	1053
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

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

LPL Financial's EFAA Position: Q3 2026 in Review

LPL Financial increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 25% in Q3 2026, buying an estimated $11.6M and bringing the position to 1,020,491 shares worth $56.1M. The position accounts for 0.01% of the portfolio, ranked #974.

LPL Financial first reported a position in EFAA in Q1 2025 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold EFAA as of Q3 2026.

LPL Financial held 1,020,491 shares of Invesco MSCI EAFE Income Advantage ETF worth $56.1M as of Q3 2026.
LPL Financial bought 206,326 Invesco MSCI EAFE Income Advantage ETF shares in Q3 2026, an estimated $11.6M.
Invesco MSCI EAFE Income Advantage ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #974 holding.
LPL Financial first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q1 2025 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.