AWS
EIC

Atria Wealth Solutions’s Eagle Point Income Co EIC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-11,400
Closed -$170K – 1576
2025
Q1 		$170K Buy
+11,400
New +$179K ﹤0.01% 1746

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Wealth Solutions's EIC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Eagle Point Income Co (EIC) in Q2 2025, closing a stake of 11,400 shares — an estimated $170K sold.

Atria Wealth Solutions first reported a position in EIC in Q1 2025 and held it in 1 quarter. The position peaked at $170K in Q1 2025. 37 funds tracked by Wall St. Rank hold EIC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Eagle Point Income Co position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,400 Eagle Point Income Co shares in Q2 2025, an estimated $170K.
  • Atria Wealth Solutions first reported a position in Eagle Point Income Co in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Eagle Point Income Co position peaked at $170K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.