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
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 $21.9M AUM 47.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
PI
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Pinnacle Wealth Planning Services's ECC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Eagle Point Credit Company (ECC) stake by 42% in Q1 2026, buying an estimated $12.4K and bringing the position to 9,076 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Pinnacle Wealth Planning Services first reported a position in ECC in Q4 2025 and has held it in 2 quarters since. The position peaked at $36.9K in Q4 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 9,076 shares of Eagle Point Credit Company worth $34.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,662 Eagle Point Credit Company shares in Q1 2026, an estimated $12.4K.
  • Eagle Point Credit Company made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1414 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eagle Point Credit Company in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Eagle Point Credit Company position peaked at $36.9K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.