SWM
ECC

Spire Wealth Management’s Eagle Point Credit Company ECC Stock Holding History

Spire Wealth Management’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
2026
Q2 		– Sell
-5,600
Closed -$21.1K – 2271
2026
Q1 		$21.1K Buy
5,600
+4,300
+331% +$20K ﹤0.01% 1405
2025
Q4 		$7.49K Sell
1,300
-4,300
-77% -$26.2K ﹤0.01% 1810
2025
Q3 		$37K Buy
+5,600
New +$39.7K ﹤0.01% 1328
2025
Q2 		– Sell
-2,400
Closed -$19.4K – 2425
2025
Q1 		$19.4K Buy
2,400
+400
+20% +$3.45K ﹤0.01% 1622
2024
Q4 		$17.8K Buy
+2,000
New +$18.7K ﹤0.01% 1658
2023
Q3 		– Sell
-3,276
Closed -$33.3K – 2387
2023
Q2 		$33.3K Hold
3,276
– – ﹤0.01% 1372
2023
Q1 		$36.6K Hold
3,276
– – ﹤0.01% 1342
2022
Q4 		$33K Sell
3,276
-2,900
-47% -$31.5K ﹤0.01% 1151
2022
Q3 		$68K Hold
6,176
– – ﹤0.01% 843
2022
Q2 		$73K Sell
6,176
-13,420
-68% -$168K ﹤0.01% 1152
2022
Q1 		$258K Sell
19,596
-7,630
-28% -$105K 0.01% 780
2021
Q4 		$381K Sell
27,226
-74,086
-73% -$1.07M 0.01% 800
2021
Q3 		$1.38M Sell
101,312
-52,824
-34% -$718K 0.04% 344
2021
Q2 		$2.09M Sell
154,136
-6,500
-4% -$85.2K 0.06% 281
2021
Q1 		$1.92M Buy
+160,636
New +$1.81M 0.05% 289

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Spire Wealth Management's ECC Position: Q2 2026 in Review

Spire Wealth Management sold out of Eagle Point Credit Company (ECC) in Q2 2026, closing a stake of 5,600 shares — an estimated $21.1K sold.

Spire Wealth Management first reported a position in ECC in Q1 2021 and held it in 15 quarters. The position peaked at $2.09M in Q2 2021. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Spire Wealth Management reported no remaining Eagle Point Credit Company position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 5,600 Eagle Point Credit Company shares in Q2 2026, an estimated $21.1K.
  • Spire Wealth Management first reported a position in Eagle Point Credit Company in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Eagle Point Credit Company position peaked at $2.09M in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.