SF
EFAA

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
Q2 		$360K Buy
6,465
+1,066
+20% +$58.5K ﹤0.01% 1236
2026
Q1 		$285K Buy
+5,399
New +$296K ﹤0.01% 1216

Other funds holding EFAA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Summit Financial's EFAA Position: Q2 2026 in Review

Summit Financial increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 20% in Q2 2026, buying an estimated $58.5K and bringing the position to 6,465 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Summit Financial first reported a position in EFAA in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Summit Financial held 6,465 shares of Invesco MSCI EAFE Income Advantage ETF worth $360K as of Q2 2026.
  • Summit Financial bought 1,066 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $58.5K.
  • Invesco MSCI EAFE Income Advantage ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1236 holding.
  • Summit Financial first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.