AWM
ECC

Avior Wealth Management’s Eagle Point Credit Company ECC Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,970
Closed -$17.5K – 1185
2024
Q4 		$17.5K Hold
1,970
– – ﹤0.01% 1448
2024
Q3 		$19.4K Hold
1,970
– – ﹤0.01% 1383
2024
Q2 		$19.8K Buy
+1,970
New +$20K ﹤0.01% 1351

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Avior Wealth Management's ECC Position: Q1 2025 in Review

Avior Wealth Management sold out of Eagle Point Credit Company (ECC) in Q1 2025, closing a stake of 1,970 shares — an estimated $17.5K sold.

Avior Wealth Management first reported a position in ECC in Q2 2024 and held it in 3 quarters. The position peaked at $19.8K in Q2 2024. 92 funds tracked by Wall St. Rank hold ECC as of Q1 2025.

  • Avior Wealth Management reported no remaining Eagle Point Credit Company position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,970 Eagle Point Credit Company shares in Q1 2025, an estimated $17.5K.
  • Avior Wealth Management first reported a position in Eagle Point Credit Company in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Eagle Point Credit Company position peaked at $19.8K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.