Kingswood Wealth Advisors
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Kingswood Wealth Advisors’s Eagle Point Credit Company ECC Stock Holding History

Kingswood Wealth 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 		$58.6K Buy
15,762
+26
+0.2% +$104 ﹤0.01% 982
2026
Q1 		$59.2K Buy
+15,736
New +$73.2K ﹤0.01% 915
2025
Q1 		– Sell
-10,995
Closed -$97.6K – 748
2024
Q4 		$97.6K Buy
+10,995
New +$103K 0.01% 758

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 $1.89T AUM 35.08% 1-Year Est. Return
AM
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
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Kingswood Wealth Advisors's ECC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Eagle Point Credit Company (ECC) stake by 0.17% in Q2 2026, buying an estimated $104 and bringing the position to 15,762 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Kingswood Wealth Advisors first reported a position in ECC in Q4 2024 and has held it in 3 quarters since. The position peaked at $97.6K in Q4 2024. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Kingswood Wealth Advisors held 15,762 shares of Eagle Point Credit Company worth $58.6K as of Q2 2026.
  • Kingswood Wealth Advisors bought 26 Eagle Point Credit Company shares in Q2 2026, an estimated $104.
  • Eagle Point Credit Company made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #982 holding.
  • Kingswood Wealth Advisors first reported a position in Eagle Point Credit Company in Q4 2024 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Eagle Point Credit Company position peaked at $97.6K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.