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 Q2	$10.7M	Buy	191,659 +43,905	+30%	+$2.41M	﹤0.01%	3369
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group's EFAA Position: Q2 2026 in Review

UBS Group increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 30% in Q2 2026, buying an estimated $2.41M and bringing the position to 191,659 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

UBS Group first reported a position in EFAA in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

UBS Group held 191,659 shares of Invesco MSCI EAFE Income Advantage ETF worth $10.7M as of Q2 2026.
UBS Group bought 43,905 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $2.41M.
Invesco MSCI EAFE Income Advantage ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3369 holding.
UBS Group first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.