PWPS
ECC

Pinnacle Wealth Planning Services’s Eagle Point Credit Company ECC Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$33.8K Hold
9,076
– – ﹤0.01% 1527
2026
Q1 		$34.1K Buy
9,076
+2,662
+42% +$12.4K ﹤0.01% 1414
2025
Q4 		$36.9K Buy
+6,414
New +$39K ﹤0.01% 1395

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
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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 52.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's ECC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Eagle Point Credit Company (ECC) position steady in Q2 2026 at 9,076 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Pinnacle Wealth Planning Services first reported a position in ECC in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.9K in Q4 2025. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,076 shares of Eagle Point Credit Company worth $33.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Eagle Point Credit Company share count unchanged in Q2 2026.
  • Eagle Point Credit Company made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1527 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eagle Point Credit Company in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Eagle Point Credit Company position peaked at $36.9K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.