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 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 $21.9M AUM 47.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

J.W. Cole Advisors's ECC Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Eagle Point Credit Company (ECC) in Q1 2026, closing a stake of 319,506 shares — an estimated $1.84M sold.

J.W. Cole Advisors first reported a position in ECC in Q1 2024 and held it in 8 quarters. The position peaked at $2.26M in Q2 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

J.W. Cole Advisors reported no remaining Eagle Point Credit Company position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 319,506 Eagle Point Credit Company shares in Q1 2026, an estimated $1.84M.
J.W. Cole Advisors first reported a position in Eagle Point Credit Company in Q1 2024 and held it in 8 quarters.
J.W. Cole Advisors's Eagle Point Credit Company position peaked at $2.26M in Q2 2025.
110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.