Money Concepts Capital’s Eagle Point Credit Company ECC Stock Holding History

Money Concepts Capital’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	$427K	Sell	113,479 -241,118	-68%	-$1.12M	0.02%	400
2025 Q4	$2.04M	Buy	354,597 +41,391	+13%	+$252K	0.11%	165
2025 Q3	$2.07M	Sell	313,206 -6,498	-2%	-$46K	0.13%	161
2025 Q2	$2.45M	Buy	319,704 +11,508	+4%	+$88.2K	0.16%	129
2025 Q1	$2.5M	Buy	308,196 +117,157	+61%	+$1.01M	0.19%	130
2024 Q4	$1.7M	Buy	+191,039	New	+$1.79M	0.13%	159
2023 Q1	–	Sell	-4,954	Closed	-$50.1K	–	1132
2022 Q4	$50.1K	Buy	+4,954	New	+$53.8K	﹤0.01%	1246

Other funds holding ECC

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

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

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

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

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