OC
EFAA

Optima Capital’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Optima Capital’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 		– Sell
-377
Closed -$20.4K – 1370
2025
Q4 		$20.4K Buy
+377
New +$20.1K 0.01% 420

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

Optima Capital's EFAA Position: Q1 2026 in Review

Optima Capital sold out of Invesco MSCI EAFE Income Advantage ETF (EFAA) in Q1 2026, closing a stake of 377 shares — an estimated $20.4K sold.

Optima Capital first reported a position in EFAA in Q4 2025 and held it in 1 quarter. The position peaked at $20.4K in Q4 2025. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

  • Optima Capital reported no remaining Invesco MSCI EAFE Income Advantage ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 377 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $20.4K.
  • Optima Capital first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Invesco MSCI EAFE Income Advantage ETF position peaked at $20.4K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.