Cetera Investment Advisers
ECC

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
Q2 		$628K Buy
168,903
+26,338
+18% +$105K ﹤0.01% 3483
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 $21.7M AUM 48.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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 $32.9B AUM 23.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers's ECC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Eagle Point Credit Company (ECC) stake by 18% in Q2 2026, buying an estimated $105K and bringing the position to 168,903 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #3483.

Cetera Investment Advisers first reported a position in ECC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1M in Q2 2025. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Cetera Investment Advisers held 168,903 shares of Eagle Point Credit Company worth $628K as of Q2 2026.
  • Cetera Investment Advisers bought 26,338 Eagle Point Credit Company shares in Q2 2026, an estimated $105K.
  • Eagle Point Credit Company made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3483 holding.
  • Cetera Investment Advisers first reported a position in Eagle Point Credit Company in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Eagle Point Credit Company position peaked at $1M in Q2 2025.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.