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EFAAEFAA
7 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO ACTIVELY MANAGED EXC

Steward Partners Investment Advisory, LLC holds 188,181 shares of EFAA (INVESCO ACTIVELY MANAGED EXC), worth $10.5M as of 2026-Q2. The position was increased (+13.1% shares). EFAA represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$10.5M

Current Shares

188,181

Total Value Change

+$9.9M

Total Shares Change

+175,135

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
188,181
+13.1%
$10.5M0.1%$55.37
31
2026-Q1
Increased
166,335
+25.4%
$8.8M0.0%$51.28
34
2025-Q4
Increased
132,620
+33.2%
$7.2M0.0%$51.46
35
2025-Q3
Increased
99,577
+483.1%
$5.3M0.0%$49.28
44
2025-Q2
Increased
17,077
+1.5%
$880,8320.0%$47.07
25
2025-Q1
Increased
16,832
+29.0%
$820,3080.0%$43.55
31
2024-Q4
New
13,046
-
$609,8730.0%$40.90
34

Other major holders of EFAA: Invesco Ltd., MORGAN STANLEY

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