Cetera Investment Advisers’s Eagle Point Credit Company ECC Stock Holding History

Cetera Investment Advisers’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	$536K	Buy	142,565 +25,155	+21%	+$117K	﹤0.01%	3441
2025 Q4	$676K	Buy	117,410 +18,147	+18%	+$110K	﹤0.01%	3177
2025 Q3	$656K	Sell	99,263 -31,364	-24%	-$222K	﹤0.01%	3157
2025 Q2	$1M	Buy	130,627 +59,881	+85%	+$459K	﹤0.01%	2370
2025 Q1	$573K	Buy	70,746 +42,637	+152%	+$368K	﹤0.01%	2724
2024 Q4	$250K	Buy	28,109 +9,796	+53%	+$91.8K	﹤0.01%	3255
2024 Q3	$181K	Sell	18,313 -905	-5%	-$8.97K	﹤0.01%	3420
2024 Q2	$193K	Buy	19,218 +8,776	+84%	+$89K	﹤0.01%	3372
2024 Q1	$106K	Buy	+10,442	New	+$105K	﹤0.01%	3494

Other funds holding ECC

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cetera Investment Advisers's ECC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Eagle Point Credit Company (ECC) stake by 21% in Q1 2026, buying an estimated $117K and bringing the position to 142,565 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Cetera Investment Advisers first reported a position in ECC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1M in Q2 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

Cetera Investment Advisers held 142,565 shares of Eagle Point Credit Company worth $536K as of Q1 2026.
Cetera Investment Advisers bought 25,155 Eagle Point Credit Company shares in Q1 2026, an estimated $117K.
Eagle Point Credit Company made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3441 holding.
Cetera Investment Advisers first reported a position in Eagle Point Credit Company in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Eagle Point Credit Company position peaked at $1M in Q2 2025.
110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.