EW
ECC

Evoke Wealth’s Eagle Point Credit Company ECC Stock Holding History

Evoke Wealth’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 		– Sell
-11,792
Closed -$44.3K – 183
2026
Q1 		$44.3K Sell
11,792
-8,000
-40% -$37.2K ﹤0.01% 704
2025
Q4 		$114K Buy
19,792
+3,440
+21% +$20.9K ﹤0.01% 658
2025
Q3 		$108K Hold
16,352
– – ﹤0.01% 636
2025
Q2 		$125K Buy
16,352
+4,000
+32% +$30.7K ﹤0.01% 579
2025
Q1 		$100K Buy
+12,352
New +$107K ﹤0.01% 439

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

Evoke Wealth's ECC Position: Q2 2026 in Review

Evoke Wealth sold out of Eagle Point Credit Company (ECC) in Q2 2026, closing a stake of 11,792 shares — an estimated $44.3K sold.

Evoke Wealth first reported a position in ECC in Q1 2025 and held it in 5 quarters. The position peaked at $125K in Q2 2025. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Evoke Wealth reported no remaining Eagle Point Credit Company position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 11,792 Eagle Point Credit Company shares in Q2 2026, an estimated $44.3K.
  • Evoke Wealth first reported a position in Eagle Point Credit Company in Q1 2025 and held it in 5 quarters.
  • Evoke Wealth's Eagle Point Credit Company position peaked at $125K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.