Creative Planning’s Eagle Point Credit Company ECC Stock Holding History

Creative Planning’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	$62K	Buy	16,485 +2,218	+16%	+$10.3K	﹤0.01%	3966
2025 Q4	$82.2K	Sell	14,267 -553	-4%	-$3.36K	﹤0.01%	3736
2025 Q3	$98K	Buy	14,820 +2,269	+18%	+$16.1K	﹤0.01%	3674
2025 Q2	$96.1K	Buy	+12,551	New	+$96.2K	﹤0.01%	3439
2023 Q3	–	Sell	-15,692	Closed	-$159K	–	2945
2023 Q2	$159K	Buy	15,692 +835	+6%	+$9.07K	﹤0.01%	2265
2023 Q1	$166K	Buy	+14,857	New	+$161K	﹤0.01%	2174
2017 Q3	–	Sell	-700	Closed	-$14K	–	2364
2017 Q2	$14K	Buy	+700	New	+$14.2K	﹤0.01%	3407
2016 Q1	–	Sell	-1,125	Closed	-$18K	–	4367
2015 Q4	$18K	Buy	+1,125	New	+$19.6K	﹤0.01%	2916

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

Creative Planning's ECC Position: Q1 2026 in Review

Creative Planning increased its Eagle Point Credit Company (ECC) stake by 16% in Q1 2026, buying an estimated $10.3K and bringing the position to 16,485 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #3966.

Creative Planning first reported a position in ECC in Q4 2015 and has held it in 8 quarters since. The position peaked at $166K in Q1 2023. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

Creative Planning held 16,485 shares of Eagle Point Credit Company worth $62K as of Q1 2026.
Creative Planning bought 2,218 Eagle Point Credit Company shares in Q1 2026, an estimated $10.3K.
Eagle Point Credit Company made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3966 holding.
Creative Planning first reported a position in Eagle Point Credit Company in Q4 2015 and has held it in 8 quarters since.
Creative Planning's Eagle Point Credit Company position peaked at $166K in Q1 2023.
110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.