Kestra Advisory Services’s Eagle Point Credit Company ECC Stock Holding History

Kestra Advisory Services’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 Q3	$1.73M	Buy	499,421 +286,795	+135%	+$1.08M	﹤0.01%	1559
2026 Q2	$791K	Buy	212,626 +33,051	+18%	+$132K	﹤0.01%	1994
2026 Q1	$675K	Buy	179,575 +2,264	+1%	+$10.5K	﹤0.01%	2004
2025 Q4	$1.02M	Buy	177,311 +11,021	+7%	+$67K	﹤0.01%	1638
2025 Q3	$1.1M	Buy	166,290 +21,358	+15%	+$151K	0.01%	1516
2025 Q2	$1.11M	Buy	144,932 +17,145	+13%	+$131K	0.01%	1407
2025 Q1	$1.04M	Buy	127,787 +8,794	+7%	+$75.8K	0.01%	1380
2024 Q4	$1.06M	Buy	118,993 +80,252	+207%	+$752K	0.01%	1383
2024 Q3	$382K	Buy	38,741 +3,787	+11%	+$37.5K	﹤0.01%	1939
2024 Q2	$351K	Buy	34,954 +1,129	+3%	+$11.5K	﹤0.01%	2029
2024 Q1	$342K	Buy	33,825 +4,412	+15%	+$44.2K	﹤0.01%	1913
2023 Q4	$279K	Buy	29,413 +935	+3%	+$8.9K	﹤0.01%	1894
2023 Q3	$289K	Buy	28,478 +2,062	+8%	+$21.2K	﹤0.01%	1682
2023 Q2	$268K	Buy	26,416 +7,804	+42%	+$84.8K	﹤0.01%	1704
2023 Q1	$208K	Buy	18,612 +2,072	+13%	+$22.4K	﹤0.01%	1819
2022 Q4	$167K	Sell	16,540 -1,372	-8%	-$14.9K	﹤0.01%	2062
2022 Q3	$197K	Buy	17,912 +2,351	+15%	+$27.2K	﹤0.01%	1884
2022 Q2	$183K	Buy	15,561 +3,031	+24%	+$38K	﹤0.01%	1907
2022 Q1	$165K	Buy	+12,530	New	+$173K	﹤0.01%	1884

Other funds holding ECC

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.8B AUM 20.96% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Kestra Advisory Services's ECC Position: Q3 2026 in Review

Kestra Advisory Services increased its Eagle Point Credit Company (ECC) stake by 135% in Q3 2026, buying an estimated $1.08M and bringing the position to 499,421 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Kestra Advisory Services first reported a position in ECC in Q1 2022 and has held it in 19 quarters since. 56 funds tracked by Wall St. Rank hold ECC as of Q3 2026.

Kestra Advisory Services held 499,421 shares of Eagle Point Credit Company worth $1.73M as of Q3 2026.
Kestra Advisory Services bought 286,795 Eagle Point Credit Company shares in Q3 2026, an estimated $1.08M.
Eagle Point Credit Company made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1559 holding.
Kestra Advisory Services first reported a position in Eagle Point Credit Company in Q1 2022 and has held it in 19 quarters since.
56 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.