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 Q2	$926K	Sell	16,607 -134	-0.8%	-$7.36K	0.03%	501
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

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

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

Western Wealth Management's EFAA Position: Q2 2026 in Review

Western Wealth Management reduced its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 0.8% in Q2 2026, selling an estimated $7.36K and leaving 16,607 shares worth $926K. The position accounts for 0.03% of the portfolio, ranked #501.

Western Wealth Management first reported a position in EFAA in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

Western Wealth Management held 16,607 shares of Invesco MSCI EAFE Income Advantage ETF worth $926K as of Q2 2026.
Western Wealth Management sold 134 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $7.36K.
Invesco MSCI EAFE Income Advantage ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #501 holding.
Western Wealth Management first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.