Carson Wealth (CWM LLC)
ECC

Carson Wealth (CWM LLC)’s Eagle Point Credit Company ECC Stock Holding History

Carson Wealth (CWM LLC)’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 		$94 Sell
25
-1,133
-98% -$5.27K ﹤0.01% 5579
2025
Q4 		$7K Buy
1,158
+100
+9% +$608 ﹤0.01% 4689
2025
Q3 		$7K Buy
+1,058
New +$7.49K ﹤0.01% 4610

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 $3.3B AUM 21.14% 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 $2.15B AUM 25.5% 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 $1.44B AUM 21.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ECC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Eagle Point Credit Company (ECC) stake by 98% in Q1 2026, selling an estimated $5.27K and leaving 25 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #5579.

Carson Wealth (CWM LLC) first reported a position in ECC in Q3 2025 and has held it in 3 quarters since. The position peaked at $7K in Q4 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25 shares of Eagle Point Credit Company worth $94 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,133 Eagle Point Credit Company shares in Q1 2026, an estimated $5.27K.
  • Eagle Point Credit Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5579 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eagle Point Credit Company in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Eagle Point Credit Company position peaked at $7K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.