Marshall & Sterling Wealth Advisors Inc. bought a new position in Invesco MSCI EAFE Income Advantage ETF (NYSEARCA:EFAA – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 38,479 shares of the company’s stock, valued at approximately $2,029,000. Invesco MSCI EAFE Income Advantage ETF makes up about 1.3% of Marshall & Sterling Wealth Advisors Inc.’s portfolio, making the stock its 21st biggest holding.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EFAA. LPL Financial LLC lifted its holdings in Invesco MSCI EAFE Income Advantage ETF by 27.0% during the fourth quarter. LPL Financial LLC now owns 536,601 shares of the company’s stock valued at $29,003,000 after purchasing an additional 114,090 shares in the last quarter. Private Advisor Group LLC increased its stake in shares of Invesco MSCI EAFE Income Advantage ETF by 6.1% in the fourth quarter. Private Advisor Group LLC now owns 363,482 shares of the company’s stock worth $19,646,000 after purchasing an additional 21,027 shares in the last quarter. Lee Johnson Capital Management LLC raised its position in shares of Invesco MSCI EAFE Income Advantage ETF by 11.2% during the 1st quarter. Lee Johnson Capital Management LLC now owns 230,813 shares of the company’s stock valued at $12,173,000 after purchasing an additional 23,268 shares during the period. Steward Partners Investment Advisory LLC raised its position in shares of Invesco MSCI EAFE Income Advantage ETF by 33.2% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 132,620 shares of the company’s stock valued at $7,168,000 after purchasing an additional 33,043 shares during the period. Finally, UBS Group AG lifted its stake in shares of Invesco MSCI EAFE Income Advantage ETF by 107.5% during the 4th quarter. UBS Group AG now owns 114,323 shares of the company’s stock valued at $6,179,000 after buying an additional 59,234 shares in the last quarter.
Invesco MSCI EAFE Income Advantage ETF Stock Performance
EFAA opened at $55.63 on Friday. The stock has a market cap of $581.89 million, a price-to-earnings ratio of 16.37 and a beta of 0.37. The firm’s fifty day moving average is $55.42 and its 200 day moving average is $54.95. Invesco MSCI EAFE Income Advantage ETF has a fifty-two week low of $50.24 and a fifty-two week high of $57.12.
Invesco MSCI EAFE Income Advantage ETF Profile
The Invesco MSCI EAFE Income Advantage ETF (EFAA) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed, fund-of-funds, that utilizes equity securities and ETFs to mirror the MSCI EAFE Index. The fund also employs an options-based income strategy with equity-linked notes (ELNs) for upside participation and downside protection EFAA was launched on Jul 17, 2024 and is issued by Invesco.
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