AAS
CCIF

Avantax Advisory Services’s Carlyle Credit Income Fund CCIF Stock Holding History

Avantax Advisory Services’s Portfolio CCIF Stock Details CCIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$81.3K Buy
12,539
+181
+1% +$1.19K ﹤0.01% 2302
2025
Q1 		$83.5K Buy
+12,358
New +$94.9K ﹤0.01% 2170

Other funds holding CCIF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Avantax Advisory Services's CCIF Position: Q2 2025 in Review

Avantax Advisory Services increased its Carlyle Credit Income Fund (CCIF) stake by 1.5% in Q2 2025, buying an estimated $1.19K and bringing the position to 12,539 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Avantax Advisory Services first reported a position in CCIF in Q1 2025 and has held it in 2 quarters since. The position peaked at $83.5K in Q1 2025. 27 funds tracked by Wall St. Rank hold CCIF as of Q2 2025.

  • Avantax Advisory Services held 12,539 shares of Carlyle Credit Income Fund worth $81.3K as of Q2 2025.
  • Avantax Advisory Services bought 181 Carlyle Credit Income Fund shares in Q2 2025, an estimated $1.19K.
  • Carlyle Credit Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2302 holding.
  • Avantax Advisory Services first reported a position in Carlyle Credit Income Fund in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's Carlyle Credit Income Fund position peaked at $83.5K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.