J.W. Cole Advisors’s Eagle Point Credit Company ECC Stock Holding History

J.W. Cole 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	$1.19M	Buy	+320,456	New	+$1.28M	0.02%	697
2026 Q1	–	Sell	-319,506	Closed	-$1.84M	–	931
2025 Q4	$1.84M	Buy	319,506 +12,697	+4%	+$77.2K	0.04%	418
2025 Q3	$2.03M	Buy	306,809 +11,940	+4%	+$84.5K	0.04%	444
2025 Q2	$2.26M	Buy	294,869 +28,354	+11%	+$217K	0.05%	374
2025 Q1	$2.16M	Buy	266,515 +114,706	+76%	+$989K	0.07%	298
2024 Q4	$1.35M	Buy	151,809 +42,035	+38%	+$394K	0.05%	338
2024 Q3	$1.08M	Buy	109,774 +52,782	+93%	+$523K	0.05%	374
2024 Q2	$573K	Buy	56,992 +45,696	+405%	+$464K	0.03%	493
2024 Q1	$114K	Buy	+11,296	New	+$113K	0.01%	854

Other funds holding ECC

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

J.W. Cole Advisors's ECC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Eagle Point Credit Company (ECC) in Q2 2026: 320,456 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #697 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ECC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ECC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.26M in Q2 2025. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

J.W. Cole Advisors held 320,456 shares of Eagle Point Credit Company worth $1.19M as of Q2 2026.
Eagle Point Credit Company was a new J.W. Cole Advisors position in Q2 2026.
Eagle Point Credit Company made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #697 holding.
J.W. Cole Advisors first reported a position in Eagle Point Credit Company in Q1 2024 and has held it in 9 quarters since.
J.W. Cole Advisors's Eagle Point Credit Company position peaked at $2.26M in Q2 2025.
115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.