Evolve Private Wealth
EIC icon

Evolve Private Wealth’s Eagle Point Income Company EIC Stock Holding History

Evolve Private Wealth’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,453
Closed -$98.7K – 1067
2026
Q1 		$98.7K Sell
10,453
-247
-2% -$2.54K 0.01% 977
2025
Q4 		$122K Buy
+10,700
New +$128K 0.01% 907

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $143M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM

Evolve Private Wealth's EIC Position: Q2 2026 in Review

Evolve Private Wealth sold out of Eagle Point Income Company (EIC) in Q2 2026, closing a stake of 10,453 shares — an estimated $98.7K sold.

Evolve Private Wealth first reported a position in EIC in Q4 2025 and held it in 2 quarters. The position peaked at $122K in Q4 2025. 47 funds tracked by Wall St. Rank hold EIC as of Q2 2026.

  • Evolve Private Wealth reported no remaining Eagle Point Income Company position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 10,453 Eagle Point Income Company shares in Q2 2026, an estimated $98.7K.
  • Evolve Private Wealth first reported a position in Eagle Point Income Company in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Eagle Point Income Company position peaked at $122K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.