BAM
CCIF

Belpointe Asset Management’s Carlyle Credit Income Fund CCIF Stock Holding History

Belpointe Asset Management’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
2026
Q2 		$170K Buy
61,053
+6,000
+11% +$19.1K 0.01% 1083
2026
Q1 		$177K Buy
55,053
+39,153
+246% +$152K 0.01% 1034
2025
Q4 		$74.6K Buy
+15,900
New +$81.4K ﹤0.01% 1006

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 $1.89T AUM 35.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM

Belpointe Asset Management's CCIF Position: Q2 2026 in Review

Belpointe Asset Management increased its Carlyle Credit Income Fund (CCIF) stake by 11% in Q2 2026, buying an estimated $19.1K and bringing the position to 61,053 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #1083.

Belpointe Asset Management first reported a position in CCIF in Q4 2025 and has held it in 3 quarters since. The position peaked at $177K in Q1 2026. 29 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

  • Belpointe Asset Management held 61,053 shares of Carlyle Credit Income Fund worth $170K as of Q2 2026.
  • Belpointe Asset Management bought 6,000 Carlyle Credit Income Fund shares in Q2 2026, an estimated $19.1K.
  • Carlyle Credit Income Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1083 holding.
  • Belpointe Asset Management first reported a position in Carlyle Credit Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Belpointe Asset Management's Carlyle Credit Income Fund position peaked at $177K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.