Question 1

Does LPL Financial own EFAA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 814,165 shares of EFAA (Invesco Actively Managed Exc), worth $45.4M.

Question 2

How many shares of EFAA does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 814,165 shares of EFAA (Invesco Actively Managed Exc).

Question 3

What is LPL Financial's EFAA position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's EFAA position is worth $45.4M.

Question 4

Is LPL Financial buying or selling EFAA?

Accepted Answer

In Q2 2026, LPL Financial increased its EFAA position by 105,836 shares (+14.9%).

Question 5

When did LPL Financial first buy EFAA?

Accepted Answer

LPL Financial first reported EFAA in its Q1 2025 13F and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	814,165	+14.9%	$45.4M	0.0%	$54.22	33
2026-Q1	Increased	708,329	+32.0%	$37.4M	0.0%	$50.21	37
2025-Q4	Increased	536,601	+27.0%	$29M	0.0%	$50.38	36
2025-Q3	Increased	422,511	+41.5%	$22.3M	0.0%	$48.25	38
2025-Q2	Increased	298,642	+77.1%	$15.4M	0.0%	$46.09	43
2025-Q1	New	168,603	-	$8.2M	0.0%	$42.64	38

EFAA6 quarters

EFAA
6 quarters