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

Summit 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 Q1	$285K	Buy	+5,399	New	+$296K	﹤0.01%	1216

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

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

Summit Financial's EFAA Position: Q1 2026 in Review

Summit Financial opened a new position in Invesco MSCI EAFE Income Advantage ETF (EFAA) in Q1 2026: 5,399 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings.

61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

Summit Financial held 5,399 shares of Invesco MSCI EAFE Income Advantage ETF worth $285K as of Q1 2026.
Invesco MSCI EAFE Income Advantage ETF was a new Summit Financial position in Q1 2026.
Invesco MSCI EAFE Income Advantage ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1216 holding.
61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.