Pinnacle Wealth Planning Services’s Eagle Point Income Co 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 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 $217M AUM 12.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

FPC

Flax Pond Capital Falmouth, Massachusetts $124M AUM

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Eagle Point Income Co (EIC) stake by 0.42% in Q1 2026, buying an estimated $895 and bringing the position to 20,765 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #488.

Pinnacle Wealth Planning Services first reported a position in EIC in Q3 2023 and has held it in 7 quarters since. The position peaked at $284K in Q1 2024. 46 funds tracked by Wall St. Rank hold EIC as of Q1 2026.

Pinnacle Wealth Planning Services held 20,765 shares of Eagle Point Income Co worth $196K as of Q1 2026.
Pinnacle Wealth Planning Services bought 87 Eagle Point Income Co shares in Q1 2026, an estimated $895.
Eagle Point Income Co made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #488 holding.
Pinnacle Wealth Planning Services first reported a position in Eagle Point Income Co in Q3 2023 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Eagle Point Income Co position peaked at $284K in Q1 2024.
46 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q1 2026.

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