Creative Planning
ECC

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
Q2 		$50.6K Sell
13,594
-2,891
-18% -$11.5K ﹤0.01% 4118
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 $21.7M 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

Creative Planning's ECC Position: Q2 2026 in Review

Creative Planning reduced its Eagle Point Credit Company (ECC) stake by 18% in Q2 2026, selling an estimated $11.5K and leaving 13,594 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4118.

Creative Planning first reported a position in ECC in Q4 2015 and has held it in 9 quarters since. The position peaked at $166K in Q1 2023. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Creative Planning held 13,594 shares of Eagle Point Credit Company worth $50.6K as of Q2 2026.
  • Creative Planning sold 2,891 Eagle Point Credit Company shares in Q2 2026, an estimated $11.5K.
  • Eagle Point Credit Company made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4118 holding.
  • Creative Planning first reported a position in Eagle Point Credit Company in Q4 2015 and has held it in 9 quarters since.
  • Creative Planning's Eagle Point Credit Company position peaked at $166K in Q1 2023.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.