WWM
EFAA

Western Wealth Management’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Western Wealth Management’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 		$883K Buy
16,741
+5,261
+46% +$288K 0.03% 484
2025
Q4 		$620K Buy
11,480
+6,350
+124% +$338K 0.03% 463
2025
Q3 		$271K Buy
+5,130
New +$267K 0.01% 629

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 $21.3B AUM 22.13% 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

Western Wealth Management's EFAA Position: Q1 2026 in Review

Western Wealth Management increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 46% in Q1 2026, buying an estimated $288K and bringing the position to 16,741 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #484.

Western Wealth Management 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.

  • Western Wealth Management held 16,741 shares of Invesco MSCI EAFE Income Advantage ETF worth $883K as of Q1 2026.
  • Western Wealth Management bought 5,261 Invesco MSCI EAFE Income Advantage ETF shares in Q1 2026, an estimated $288K.
  • Invesco MSCI EAFE Income Advantage ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #484 holding.
  • Western Wealth Management 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 Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.