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Invesco Msci Eafe Income ADV (EFAA)

CUSIP: 46090A713 | NYSE | 88 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bensler, LLC163,368
0.8% of portfolio›$9.0M
Brookstone Capital Management151,276
0.1% of portfolio›$8.3M
Prevail Innovative Wealth Advisors, LLC145,982
1.0% of portfolio›$7.9M
Lifestyle Asset Management, Inc.108,956
1.4% of portfolio›$6.0M
Chicago Partners Investment Group LLC95,150
0.1% of portfolio›$5.2M
Wealth Enhancement Advisory Services, LLC92,423
0.0% of portfolio›$5.0M
Advisor OS, LLC82,883
0.3% of portfolio›$4.6M
Commonwealth Equity Services, LLC70,149
0.0% of portfolio›$3.9M
Prospera Financial Services Inc68,241
0.0% of portfolio›$3.7M
Marshall & Sterling Wealth Advisors Inc.49,932
1.6% of portfolio›$2.7M
Wealth Intelligence, LLC49,360
1.3% of portfolio›$2.7M
Brown, Lisle Ings, Inc.41,984
0.5% of portfolio›$2.3M
Truist Financial Corp31,499
0.0% of portfolio›$1.7M
IFP Advisors, Inc24,440
0.0% of portfolio›$1.3M
Winnacle Wealth LLC22,187
0.8% of portfolio›$1.2M
Wealthcare Advisory Partners LLC19,402
0.0% of portfolio›$1.1M
Joel Isaacson & Co., LLC18,866
0.0% of portfolio›$1.0M
Flagship Harbor Advisors, LLC11,678
0.0% of portfolio›$641.7K
Apollon Wealth Management, LLC10,649
0.0% of portfolio›$585.1K
Madden Securities Corp9,670
0.1% of portfolio›$531.4K
Verus Capital Partners, LLC9,494
0.0% of portfolio›$521.7K
Root Financial Partners, LLC8,458
0.0% of portfolio›$464.8K
Private Trust Co NA7,745
0.0% of portfolio›$425.6K
Simplicity Wealth,LLC6,230
0.0% of portfolio›$342.4K
QP Wealth Management, LLC5,960
0.5% of portfolio›$327.5K
Visionary Wealth Advisors5,471
0.0% of portfolio›$300.6K
Sheets Smith Wealth Management4,944
0.0% of portfolio›$271.7K
Fifth Third Bancorp4,885
0.0% of portfolio›$268.4K
Creative Planning4,735
0.0% of portfolio›$260.2K
MinichMacGregor Wealth Management, LLC4,049
0.0% of portfolio›$222.5K
Asset Allocation Strategies LLC4,000
0.0% of portfolio›$219.8K
Lanark Financial, Inc.2,650
0.0% of portfolio›$145.6K
Murphy & Mullick Capital Management Corp1,600
0.1% of portfolio›$87.9K
Wagner Wealth Management, LLC471
0.0% of portfolio›$25.9K
Oakworth Capital, Inc.77
0.0% of portfolio›$4.2K
StyleTurnoverLocationFiled
Bensler, LLC
163,368$9.0M0.8%MomentumMediumBellevue, WA2026-11-05
Brookstone Capital Management
151,276$8.3M0.1%ETFMediumWheaton, IL2026-10-22
Prevail Innovative Wealth Advisors, LLC
145,982$7.9M1.0%CoreVery HighLeawood, KS2026-10-20
Lifestyle Asset Management, Inc.
108,956$6.0M1.4%ETFHighFriendswood, TX2026-10-20
Chicago Partners Investment Group LLC
95,150$5.2M0.1%GARPLowChicago, IL2026-10-27
Wealth Enhancement Advisory Services, LLC
92,423$5.0M0.0%CoreLowPlymouth, MN2026-10-13
Advisor OS, LLC
82,883$4.6M0.3%ETFMediumChicago, IL2026-11-03
Commonwealth Equity Services, LLC
70,149$3.9M0.0%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
68,241$3.7M0.0%CoreMediumDallas, TX2026-11-04
Marshall & Sterling Wealth Advisors Inc.
49,932$2.7M1.6%ETFMediumPoughkeepsie, NY2026-10-28
Wealth Intelligence, LLC
49,360$2.7M1.3%ValueLowColumbus, GA2026-10-16
Brown, Lisle Ings, Inc.
41,984$2.3M0.5%CoreVery LowProvidence, RI2026-10-16
Truist Financial Corp
31,499$1.7M0.0%CoreLowCharlotte, NC2026-10-30
IFP Advisors, Inc
24,440$1.3M0.0%GrowthLowTampa, FL2026-10-16
Winnacle Wealth LLC
22,187$1.2M0.8%CoreMediumWaco, TX2026-10-15
Wealthcare Advisory Partners LLC
19,402$1.1M0.0%ETFLowWest Chester, PA2026-10-21
Joel Isaacson & Co., LLC
18,866$1.0M0.0%ETFVery LowNew York, NY2026-11-05
Flagship Harbor Advisors, LLC
11,678$641.7K0.0%ETFMediumBoston, MA2026-10-26
Apollon Wealth Management, LLC
10,649$585.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Madden Securities Corp
9,670$531.4K0.1%GrowthMediumDallas, TX2026-10-27
Verus Capital Partners, LLC
9,494$521.7K0.0%GrowthLowScottsdale, AZ2026-11-03
Root Financial Partners, LLC
8,458$464.8K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
7,745$425.6K0.0%CoreLowCleveland, OH2026-10-20
Simplicity Wealth,LLC
6,230$342.4K0.0%ETFLowSummit, NJ2026-10-23
QP Wealth Management, LLC
5,960$327.5K0.5%GrowthHighBoca Raton, FL2026-10-20
Visionary Wealth Advisors
5,471$300.6K0.0%ETFLowO'Fallon, IL2026-11-04
Sheets Smith Wealth Management
4,944$271.7K0.0%CoreLowWinston-Salem, NC2026-10-16
Fifth Third Bancorp
4,885$268.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Creative Planning
4,735$260.2K0.0%IndexVery LowOverland Park, KS2026-11-02
MinichMacGregor Wealth Management, LLC
4,049$222.5K0.0%ETFHighSaratoga Springs, NY2026-10-14
Asset Allocation Strategies LLC
4,000$219.8K0.0%ETFMediumFarmington, MI2026-10-20
Lanark Financial, Inc.
2,650$145.6K0.0%CoreMediumBirmingham, AL2026-10-26
Murphy & Mullick Capital Management Corp
1,600$87.9K0.1%GrowthLowSmithtown, NY2026-11-02
Wagner Wealth Management, LLC
471$25.9K0.0%ETFLowGreenville, SC2026-10-21
Oakworth Capital, Inc.
77$4.2K0.0%ETFLowBirmingham, AL2026-10-26