UBS Group
EFAA

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

UBS 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
Q1 		$7.79M Buy
147,754
+33,431
+29% +$1.83M ﹤0.01% 3623
2025
Q4 		$6.18M Buy
114,323
+59,234
+108% +$3.16M ﹤0.01% 3806
2025
Q3 		$2.91M Buy
+55,089
New +$2.87M ﹤0.01% 4600

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

UBS Group's EFAA Position: Q1 2026 in Review

UBS Group increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 29% in Q1 2026, buying an estimated $1.83M and bringing the position to 147,754 shares worth $7.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

UBS Group first reported a position in EFAA in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

  • UBS Group held 147,754 shares of Invesco MSCI EAFE Income Advantage ETF worth $7.79M as of Q1 2026.
  • UBS Group bought 33,431 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $1.83M.
  • Invesco MSCI EAFE Income Advantage ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3623 holding.
  • UBS Group first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.