Freestate Advisors’s Eagle Point Credit Company ECC Stock Holding History

Freestate Advisors’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	$50.9K	Buy	13,675 +593	+5%	+$2.36K	0.04%	41
2026 Q1	$49.2K	Buy	13,082 +1,150	+10%	+$5.35K	0.04%	41
2025 Q4	$68.7K	Buy	11,932 +788	+7%	+$4.79K	0.06%	39
2025 Q3	$73.7K	Buy	11,144 +645	+6%	+$4.57K	0.06%	40
2025 Q2	$80.4K	Buy	+10,499	New	+$80.5K	0.07%	43

Other funds holding ECC

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return