SFG
EFAA

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

SageGuard Financial Group’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 		$4.76M Buy
85,332
+17,011
+25% +$934K 0.67% 50
2026
Q1 		$3.6M Sell
68,321
-1,553
-2% -$85.1K 0.56% 51
2025
Q4 		$3.78M Buy
+69,874
New +$3.72M 0.6% 40

Other funds holding EFAA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageGuard Financial Group's EFAA Position: Q2 2026 in Review

SageGuard Financial Group increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 25% in Q2 2026, buying an estimated $934K and bringing the position to 85,332 shares worth $4.76M. The position accounts for 0.67% of the portfolio, ranked #50.

SageGuard Financial Group first reported a position in EFAA in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • SageGuard Financial Group held 85,332 shares of Invesco MSCI EAFE Income Advantage ETF worth $4.76M as of Q2 2026.
  • SageGuard Financial Group bought 17,011 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $934K.
  • Invesco MSCI EAFE Income Advantage ETF made up 0.67% of SageGuard Financial Group's portfolio in Q2 2026, its #50 holding.
  • SageGuard Financial Group first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.