SI
EFAA

Stephens Inc’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Stephens Inc’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
-5,200
Closed -$281K – 1396
2025
Q4 		$281K Hold
5,200
– – ﹤0.01% 1068
2025
Q3 		$275K Buy
+5,200
New +$271K ﹤0.01% 1088

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 $21.8B AUM 28.57% 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

Stephens Inc's EFAA Position: Q1 2026 in Review

Stephens Inc sold out of Invesco MSCI EAFE Income Advantage ETF (EFAA) in Q1 2026, closing a stake of 5,200 shares — an estimated $281K sold.

Stephens Inc first reported a position in EFAA in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q4 2025. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

  • Stephens Inc reported no remaining Invesco MSCI EAFE Income Advantage ETF position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 5,200 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $281K.
  • Stephens Inc first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q3 2025 and held it in 2 quarters.
  • Stephens Inc's Invesco MSCI EAFE Income Advantage ETF position peaked at $281K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.