Steward Partners Investment Advisory’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Steward Partners Investment Advisory’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	$8.77M	Buy	166,335 +33,715	+25%	+$1.85M	0.04%	359
2025 Q4	$7.17M	Buy	132,620 +33,043	+33%	+$1.76M	0.04%	383
2025 Q3	$5.26M	Buy	99,577 +82,500	+483%	+$4.3M	0.03%	458
2025 Q2	$881K	Buy	17,077 +245	+1%	+$12.2K	0.01%	1045
2025 Q1	$820K	Buy	16,832 +3,786	+29%	+$184K	0.01%	996
2024 Q4	$610K	Buy	+13,046	New	+$634K	0.01%	1072

Other funds holding EFAA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Steward Partners Investment Advisory's EFAA Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 25% in Q1 2026, buying an estimated $1.85M and bringing the position to 166,335 shares worth $8.77M. The position accounts for 0.04% of the portfolio, ranked #359.

Steward Partners Investment Advisory first reported a position in EFAA in Q4 2024 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

Steward Partners Investment Advisory held 166,335 shares of Invesco MSCI EAFE Income Advantage ETF worth $8.77M as of Q1 2026.
Steward Partners Investment Advisory bought 33,715 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $1.85M.
Invesco MSCI EAFE Income Advantage ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #359 holding.
Steward Partners Investment Advisory first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q4 2024 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.