Arete Wealth Advisors
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Arete Wealth Advisors’s Eagle Point Credit Company ECC Stock Holding History

Arete Wealth Advisors’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,685
Closed -$130K – 464
2025
Q3 		$130K Sell
19,685
-500
-2% -$3.54K 0.01% 742
2025
Q2 		$155K Buy
20,185
+1,969
+11% +$15.1K 0.01% 697
2025
Q1 		$150K Buy
18,216
+2,495
+16% +$21.5K 0.01% 687
2024
Q4 		$140K Buy
+15,721
New +$147K 0.01% 714
2023
Q3 		– Sell
-30,117
Closed -$306K – 550
2023
Q2 		$306K Buy
+30,117
New +$327K 0.03% 492

Other funds holding ECC

Stone Point Capital
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Arete Wealth Advisors's ECC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Eagle Point Credit Company (ECC) in Q4 2025, closing a stake of 19,685 shares — an estimated $130K sold.

Arete Wealth Advisors first reported a position in ECC in Q2 2023 and held it in 5 quarters. The position peaked at $306K in Q2 2023. 120 funds tracked by Wall St. Rank hold ECC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Eagle Point Credit Company position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,685 Eagle Point Credit Company shares in Q4 2025, an estimated $130K.
  • Arete Wealth Advisors first reported a position in Eagle Point Credit Company in Q2 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's Eagle Point Credit Company position peaked at $306K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.