Balboa Wealth Partners’s Eagle Point Credit Company ECC Stock Holding History

Balboa Wealth Partners’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 Q3	$296K	Sell	85,663 -1,875	-2%	-$7.06K	0.04%	346
2026 Q2	$326K	Sell	87,538 -2,365	-3%	-$9.43K	0.04%	326
2026 Q1	$338K	Sell	89,903 -440	-0.5%	-$2.05K	0.06%	279
2025 Q4	$520K	Buy	90,343 +34,624	+62%	+$211K	0.09%	187
2025 Q3	$368K	Buy	55,719 +3,735	+7%	+$26.4K	0.06%	231
2025 Q2	$398K	Buy	51,984 +135	+0.3%	+$1.04K	0.08%	193
2025 Q1	$420K	Sell	51,849 -42,659	-45%	-$368K	0.1%	147
2024 Q4	$839K	Buy	+94,508	New	+$886K	0.19%	92

Other funds holding ECC

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.8B AUM 20.96% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Balboa Wealth Partners's ECC Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Eagle Point Credit Company (ECC) stake by 2.1% in Q3 2026, selling an estimated $7.06K and leaving 85,663 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #346.

Balboa Wealth Partners first reported a position in ECC in Q4 2024 and has held it in 8 quarters since. The position peaked at $839K in Q4 2024. 56 funds tracked by Wall St. Rank hold ECC as of Q3 2026.

Balboa Wealth Partners held 85,663 shares of Eagle Point Credit Company worth $296K as of Q3 2026.
Balboa Wealth Partners sold 1,875 Eagle Point Credit Company shares in Q3 2026, an estimated $7.06K.
Eagle Point Credit Company made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #346 holding.
Balboa Wealth Partners first reported a position in Eagle Point Credit Company in Q4 2024 and has held it in 8 quarters since.
Balboa Wealth Partners's Eagle Point Credit Company position peaked at $839K in Q4 2024.
56 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.