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Soltis Investment Advisors’s Eagle Point Credit Company ECC Stock Holding History

Soltis Investment 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
Q1 		– Sell
-10,220
Closed -$90.8K – 373
2024
Q4 		$90.8K Hold
10,220
– – 0.01% 363
2024
Q3 		$101K Hold
10,220
– – 0.01% 358
2024
Q2 		$103K Buy
+10,220
New +$104K 0.01% 326

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Loews Corp
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Soltis Investment Advisors's ECC Position: Q1 2025 in Review

Soltis Investment Advisors sold out of Eagle Point Credit Company (ECC) in Q1 2025, closing a stake of 10,220 shares — an estimated $90.8K sold.

Soltis Investment Advisors first reported a position in ECC in Q2 2024 and held it in 3 quarters. The position peaked at $103K in Q2 2024. 93 funds tracked by Wall St. Rank hold ECC as of Q1 2025.

  • Soltis Investment Advisors reported no remaining Eagle Point Credit Company position as of Q1 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 10,220 Eagle Point Credit Company shares in Q1 2025, an estimated $90.8K.
  • Soltis Investment Advisors first reported a position in Eagle Point Credit Company in Q2 2024 and held it in 3 quarters.
  • Soltis Investment Advisors's Eagle Point Credit Company position peaked at $103K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2025.

Based on Soltis Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.