Cambridge Investment Research Advisors’s Carlyle Credit Income Fund CCIF Stock Holding History

Cambridge Investment Research Advisors’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	$3.32M	Buy	1,188,599 +81,257	+7%	+$258K	0.01%	1307
2026 Q1	$3.56M	Buy	1,107,342 +700,108	+172%	+$2.73M	0.01%	1180
2025 Q4	$1.91M	Sell	407,234 -14,069	-3%	-$72K	0.01%	1558
2025 Q3	$2.45M	Sell	421,303 -110,441	-21%	-$644K	0.01%	1356
2025 Q2	$3.45M	Buy	531,744 +37,036	+7%	+$244K	0.01%	1067
2025 Q1	$3.34M	Buy	494,708 +16,609	+3%	+$127K	0.01%	1032
2024 Q4	$3.8M	Buy	478,099 +7,721	+2%	+$63.3K	0.01%	954
2024 Q3	$3.87M	Buy	470,378 +25,830	+6%	+$215K	0.01%	948
2024 Q2	$3.64M	Buy	444,548 +105,570	+31%	+$853K	0.01%	927
2024 Q1	$2.67M	Buy	338,978 +173,163	+104%	+$1.38M	0.01%	1092
2023 Q4	$1.32M	Buy	165,815 +115,194	+228%	+$893K	0.01%	1469
2023 Q3	$414K	Sell	50,621 -7,568	-13%	-$61.8K	﹤0.01%	2237
2023 Q2	$579K	Buy	58,189 +210	+0.4%	+$2.07K	﹤0.01%	2017
2023 Q1	$569K	Buy	57,979 +740	+1%	+$7.2K	﹤0.01%	1996
2022 Q4	$499K	Buy	57,239 +3,671	+7%	+$32.3K	﹤0.01%	2012
2022 Q3	$478K	Buy	53,568 +688	+1%	+$6.47K	﹤0.01%	1972
2022 Q2	$494K	Buy	52,880 +11,623	+28%	+$110K	﹤0.01%	1971
2022 Q1	$413K	Sell	41,257 -3,855	-9%	-$39K	﹤0.01%	2262
2021 Q4	$460K	Sell	45,112 -3,004	-6%	-$31.3K	﹤0.01%	2171
2021 Q3	$505K	Sell	48,116 -1,199	-2%	-$12.8K	﹤0.01%	2047
2021 Q2	$533K	Sell	49,315 -10,877	-18%	-$115K	﹤0.01%	1999
2021 Q1	$620K	Sell	60,192 -7,759	-11%	-$79.1K	﹤0.01%	1734
2020 Q4	$669K	Sell	67,951 -9,041	-12%	-$90.2K	﹤0.01%	1573
2020 Q3	$765K	Sell	76,992 -7,499	-9%	-$73.3K	0.01%	1339
2020 Q2	$818K	Sell	84,491 -18,476	-18%	-$173K	0.01%	1250
2020 Q1	$863K	Sell	102,967 -68,661	-40%	-$704K	0.01%	1052
2019 Q4	$1.79M	Sell	171,628 -106,453	-38%	-$1.08M	0.01%	840
2019 Q3	$2.97M	Buy	+278,081	New	+$2.85M	0.03%	607

Other funds holding CCIF

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CWIG

Chung Wu Investment Group Sugar Land, Texas $152M AUM 78.53% 1-Year Est. Return

Cambridge Investment Research Advisors's CCIF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Carlyle Credit Income Fund (CCIF) stake by 7.3% in Q2 2026, buying an estimated $258K and bringing the position to 1,188,599 shares worth $3.32M. The position accounts for 0.01% of the portfolio, ranked #1307.

Cambridge Investment Research Advisors first reported a position in CCIF in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.87M in Q3 2024. 11 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

Cambridge Investment Research Advisors held 1,188,599 shares of Carlyle Credit Income Fund worth $3.32M as of Q2 2026.
Cambridge Investment Research Advisors bought 81,257 Carlyle Credit Income Fund shares in Q2 2026, an estimated $258K.
Carlyle Credit Income Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1307 holding.
Cambridge Investment Research Advisors first reported a position in Carlyle Credit Income Fund in Q3 2019 and has held it in 28 quarters since.
Cambridge Investment Research Advisors's Carlyle Credit Income Fund position peaked at $3.87M in Q3 2024.
11 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.