Carson Wealth (CWM LLC)
EIC

Carson Wealth (CWM LLC)’s Eagle Point Income Co EIC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$293 Hold
31
– – ﹤0.01% 5500
2025
Q4 		$0 Hold
31
– – ﹤0.01% 5432
2025
Q3 		$0 Buy
+31
New +$412 ﹤0.01% 5339

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $127M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Eagle Point Income Co (EIC) position steady in Q1 2026 at 31 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #5500.

Carson Wealth (CWM LLC) first reported a position in EIC in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold EIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31 shares of Eagle Point Income Co worth $293 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Eagle Point Income Co share count unchanged in Q1 2026.
  • Eagle Point Income Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5500 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eagle Point Income Co in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q1 2026.

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