SA
ECC

SFI Advisors’s Eagle Point Credit Company ECC Stock Holding History

SFI Advisors’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
2025
Q2 		– Sell
-65,173
Closed -$528K – 63
2025
Q1 		$528K Buy
65,173
+41,438
+175% +$357K 0.39% 47
2024
Q4 		$211K Buy
+23,735
New +$222K 0.15% 71

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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

SFI Advisors's ECC Position: Q2 2025 in Review

SFI Advisors sold out of Eagle Point Credit Company (ECC) in Q2 2025, closing a stake of 65,173 shares — an estimated $528K sold.

SFI Advisors first reported a position in ECC in Q4 2024 and held it in 2 quarters. The position peaked at $528K in Q1 2025. 109 funds tracked by Wall St. Rank hold ECC as of Q2 2025.

  • SFI Advisors reported no remaining Eagle Point Credit Company position as of Q2 2025 after selling out during the quarter.
  • SFI Advisors sold 65,173 Eagle Point Credit Company shares in Q2 2025, an estimated $528K.
  • SFI Advisors first reported a position in Eagle Point Credit Company in Q4 2024 and held it in 2 quarters.
  • SFI Advisors's Eagle Point Credit Company position peaked at $528K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2025.

Based on SFI Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.