Carson Wealth (CWM LLC)’s Carlyle Credit Income Fund CCIF Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$18.2K	Buy	5,676 +5,494	+3,019%	+$21.4K	﹤0.01%	4470
2025 Q4	$1K	Hold	182	–	–	﹤0.01%	5179
2025 Q3	$1K	Hold	182	–	–	﹤0.01%	5090
2025 Q2	$1K	Hold	182	–	–	﹤0.01%	4979
2025 Q1	$1K	Hold	182	–	–	﹤0.01%	4872
2024 Q4	$1K	Sell	182 -50	-22%	-$410	﹤0.01%	4671
2024 Q3	$2K	Hold	232	–	–	﹤0.01%	4363
2024 Q2	$2K	Hold	232	–	–	﹤0.01%	4174
2024 Q1	$2K	Buy	232 +50	+27%	+$400	﹤0.01%	3945
2023 Q4	$1K	Hold	182	–	–	﹤0.01%	3908
2023 Q3	$1K	Hold	182	–	–	﹤0.01%	3938
2023 Q2	$2K	Hold	182	–	–	﹤0.01%	3760
2023 Q1	$2K	Hold	182	–	–	﹤0.01%	3621
2022 Q4	$2K	Hold	182	–	–	﹤0.01%	3511
2022 Q3	$2K	Hold	182	–	–	﹤0.01%	3423
2022 Q2	$2K	Hold	182	–	–	﹤0.01%	3307
2022 Q1	$2K	Hold	182	–	–	﹤0.01%	3141
2021 Q4	$2K	Buy	+182	New	+$1.9K	﹤0.01%	3096
2021 Q2	$2K	Hold	182	–	–	﹤0.01%	2626
2021 Q1	$2K	Hold	182	–	–	﹤0.01%	2626
2020 Q4	$2K	Hold	182	–	–	﹤0.01%	2625
2020 Q3	$2K	Hold	182	–	–	﹤0.01%	2625
2020 Q2	$2K	Hold	182	–	–	﹤0.01%	2624
2020 Q1	$2K	Hold	182	–	–	﹤0.01%	2624
2019 Q4	$2K	Hold	182	–	–	﹤0.01%	2624
2019 Q3	$2K	Hold	182	–	–	﹤0.01%	2624
2019 Q2	$2K	Buy	+182	New	+$1.52K	﹤0.01%	2624

Other funds holding CCIF

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BAM

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

Carson Wealth (CWM LLC)'s CCIF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Carlyle Credit Income Fund (CCIF) stake by 3,019% in Q1 2026, buying an estimated $21.4K and bringing the position to 5,676 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4470.

Carson Wealth (CWM LLC) first reported a position in CCIF in Q2 2019 and has held it in 27 quarters since. 32 funds tracked by Wall St. Rank hold CCIF as of Q1 2026.

Carson Wealth (CWM LLC) held 5,676 shares of Carlyle Credit Income Fund worth $18.2K as of Q1 2026.
Carson Wealth (CWM LLC) bought 5,494 Carlyle Credit Income Fund shares in Q1 2026, an estimated $21.4K.
Carlyle Credit Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4470 holding.
Carson Wealth (CWM LLC) first reported a position in Carlyle Credit Income Fund in Q2 2019 and has held it in 27 quarters since.
32 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.