Pinnacle Wealth Planning Services’s Eagle Point Income Company EIC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EIC Stock Details EIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Sell	20,649 -116	-0.6%	-$1.18K	0.02%	505
2026 Q1	$196K	Buy	20,765 +87	+0.4%	+$895	0.02%	488
2025 Q4	$236K	Buy	+20,678	New	+$247K	0.02%	411
2024 Q4	–	Sell	-17,076	Closed	-$275K	–	439
2024 Q3	$275K	Buy	17,076 +22	+0.1%	+$346	0.04%	333
2024 Q2	$269K	Buy	17,054 +20	+0.1%	+$318	0.04%	313
2024 Q1	$284K	Buy	17,034 +26	+0.2%	+$405	0.04%	315
2023 Q4	$248K	Buy	17,008 +18	+0.1%	+$256	0.04%	326
2023 Q3	$242K	Buy	+16,990	New	+$236K	0.04%	308

Other funds holding EIC

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPC

Flax Pond Capital Falmouth, Massachusetts $143M AUM

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

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

Pinnacle Wealth Planning Services reduced its Eagle Point Income Company (EIC) stake by 0.56% in Q2 2026, selling an estimated $1.18K and leaving 20,649 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #505.

Pinnacle Wealth Planning Services first reported a position in EIC in Q3 2023 and has held it in 8 quarters since. The position peaked at $284K in Q1 2024. 48 funds tracked by Wall St. Rank hold EIC as of Q2 2026.

Pinnacle Wealth Planning Services held 20,649 shares of Eagle Point Income Company worth $208K as of Q2 2026.
Pinnacle Wealth Planning Services sold 116 Eagle Point Income Company shares in Q2 2026, an estimated $1.18K.
Eagle Point Income Company made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #505 holding.
Pinnacle Wealth Planning Services first reported a position in Eagle Point Income Company in Q3 2023 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Eagle Point Income Company position peaked at $284K in Q1 2024.
48 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q2 2026.

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