FAIM
ECC

Financial Advocates Investment Management’s Eagle Point Credit Company ECC Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-43,914
Closed -$356K – 663
2025
Q1 		$356K Sell
43,914
-32,762
-43% -$283K 0.02% 515
2024
Q4 		$681K Sell
76,676
-1,223
-2% -$11.5K 0.04% 380
2024
Q3 		$768K Buy
77,899
+33,938
+77% +$336K 0.04% 361
2024
Q2 		$442K Buy
43,961
+5,048
+13% +$51.2K 0.03% 461
2024
Q1 		$393K Buy
38,913
+12,090
+45% +$121K 0.02% 511
2023
Q4 		$255K Buy
26,823
+1,157
+5% +$11K 0.02% 616
2023
Q3 		$261K Buy
25,666
+1,026
+4% +$10.5K 0.02% 568
2023
Q2 		$250K Buy
+24,640
New +$268K 0.02% 571

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 $1.66T AUM 25.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Financial Advocates Investment Management's ECC Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Eagle Point Credit Company (ECC) in Q2 2025, closing a stake of 43,914 shares — an estimated $356K sold.

Financial Advocates Investment Management first reported a position in ECC in Q2 2023 and held it in 8 quarters. The position peaked at $768K in Q3 2024. 109 funds tracked by Wall St. Rank hold ECC as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Eagle Point Credit Company position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 43,914 Eagle Point Credit Company shares in Q2 2025, an estimated $356K.
  • Financial Advocates Investment Management first reported a position in Eagle Point Credit Company in Q2 2023 and held it in 8 quarters.
  • Financial Advocates Investment Management's Eagle Point Credit Company position peaked at $768K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.