AWM
ECC

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

Axxcess 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
2026
Q1 		– Sell
-10,659
Closed -$61.4K – 564
2025
Q4 		$61.4K Buy
10,659
+141
+1% +$858 ﹤0.01% 1028
2025
Q3 		$69.5K Buy
+10,518
New +$74.5K ﹤0.01% 919

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Axxcess Wealth Management's ECC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Eagle Point Credit Company (ECC) in Q1 2026, closing a stake of 10,659 shares — an estimated $61.4K sold.

Axxcess Wealth Management first reported a position in ECC in Q3 2025 and held it in 2 quarters. The position peaked at $69.5K in Q3 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Eagle Point Credit Company position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,659 Eagle Point Credit Company shares in Q1 2026, an estimated $61.4K.
  • Axxcess Wealth Management first reported a position in Eagle Point Credit Company in Q3 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Eagle Point Credit Company position peaked at $69.5K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.