SWC
ECC

Spectrum Wealth Counsel’s Eagle Point Credit Company ECC Stock Holding History

Spectrum Wealth Counsel’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 		$1.74K Hold
215
– – ﹤0.01% 293
2024
Q4 		$1.91K Hold
215
– – ﹤0.01% 293
2024
Q3 		$2.12K Hold
215
– – ﹤0.01% 318
2024
Q2 		$2.16K Hold
215
– – ﹤0.01% 343
2024
Q1 		$2.17K Buy
215
+135
+169% +$1.35K ﹤0.01% 344
2023
Q4 		$760 Buy
+80
New +$762 ﹤0.01% 315

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Spectrum Wealth Counsel's ECC Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Eagle Point Credit Company (ECC) position steady in Q1 2025 at 215 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Spectrum Wealth Counsel first reported a position in ECC in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.17K in Q1 2024. 92 funds tracked by Wall St. Rank hold ECC as of Q1 2025.

  • Spectrum Wealth Counsel held 215 shares of Eagle Point Credit Company worth $1.74K as of Q1 2025.
  • Spectrum Wealth Counsel left its Eagle Point Credit Company share count unchanged in Q1 2025.
  • Eagle Point Credit Company made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #293 holding.
  • Spectrum Wealth Counsel first reported a position in Eagle Point Credit Company in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Eagle Point Credit Company position peaked at $2.17K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.