EFAA · Insider trading · 13F holders · Congress trades
Invesco Msci (EFAA)
Who is buying and selling EFAA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EFAA at a glance
- No open-market insider purchases or sales of EFAA were filed in the last 90 days.
- 9 13F filers hold EFAA among their 50 largest positions, worth $38.8M combined. The biggest bets by portfolio weight are Lee Johnson Capital Management, LLC (2.3%), Marshall & Sterling Wealth Advisors Inc. (1.6%) and Lifestyle Asset Management, Inc. (1.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in EFAA.
EFAA insider trading
No open-market insider purchases or sales of EFAA were filed in the last 90 days.
Who owns EFAA? Hedge funds and superinvestors
9 13F filers hold EFAA among their 50 largest positions, worth $38.8M combined. The biggest bets by portfolio weight are Lee Johnson Capital Management, LLC (2.3%), Marshall & Sterling Wealth Advisors Inc. (1.6%) and Lifestyle Asset Management, Inc. (1.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLCWealth manager | 1.0% | $7.9M | 145,982 | -8.6% shares | Q3 2026 |
| Lee Johnson Capital Management, LLCWealth manager | 2.3% | $7.4M | 132,130 | -42.8% shares | Q2 2026 |
| Lifestyle Asset Management, Inc.Wealth manager | 1.4% | $6.0M | 108,956 | +19.3% shares | Q3 2026 |
| SageGuard Financial Group, LLCWealth manager | 0.7% | $4.8M | 85,332 | — | Q2 2026 |
| Mjp Associates Inc /advInvestment manager | 0.4% | $3.8M | 67,961 | +14.2% shares | Q2 2026 |
| Marshall & Sterling Wealth Advisors Inc.Institutional asset manager | 1.6% | $2.7M | 49,932 | +8.7% shares | Q3 2026 |
| Wealth Intelligence, LLCWealth manager | 1.3% | $2.7M | 49,360 | +9.2% shares | Q3 2026 |
| Brown, Lisle/cummings, Inc.Wealth manager | 0.5% | $2.3M | 41,984 | +8.3% shares | Q3 2026 |
| Winnacle Wealth LLCWealth manager | 0.8% | $1.2M | 22,187 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 3). Screen EFAA in the grand portfolio →
EFAA stock trades by members of Congress
No member of Congress has disclosed a trade in EFAA.
EFAA questions and answers
Are insiders buying EFAA stock?
No open-market insider purchases or sales of EFAA were filed in the last 90 days.
Which hedge funds own EFAA?
9 13F filers hold EFAA among their 50 largest positions, worth $38.8M combined. The biggest bets by portfolio weight are Lee Johnson Capital Management, LLC (2.3%), Marshall & Sterling Wealth Advisors Inc. (1.6%) and Lifestyle Asset Management, Inc. (1.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded EFAA?
No member of Congress has disclosed a trade in EFAA.
Who is the largest holder of EFAA?
Among 13F filers, Prevail Innovative Wealth Advisors, LLC reports the largest EFAA position, $7.9M (145,982 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Lee Johnson Capital Management, LLC's: 2.3% of its portfolio.
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