Action Point Financial Planning’s Eagle Point Income Company EIC Stock Holding History

Action Point Financial Planning’s Portfolio EIC Stock Details EIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363	Buy	+36	New	+$367	﹤0.01%	2660

Other funds holding EIC

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FPC

Flax Pond Capital Falmouth, Massachusetts $143M AUM

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

Action Point Financial Planning's EIC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eagle Point Income Company (EIC) in Q2 2026: 36 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #2660 among its holdings.

47 funds tracked by Wall St. Rank hold EIC as of Q2 2026.

Action Point Financial Planning held 36 shares of Eagle Point Income Company worth $363 as of Q2 2026.
Eagle Point Income Company was a new Action Point Financial Planning position in Q2 2026.
Eagle Point Income Company made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2660 holding.
47 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.