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

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return