Cetera Investment Advisers
CCIF

Cetera Investment Advisers’s Carlyle Credit Income Fund CCIF Stock Holding History

Cetera Investment Advisers’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 		$151K Sell
54,188
-2,918
-5% -$9.28K ﹤0.01% 4568
2026
Q1 		$183K Sell
57,106
-11,646
-17% -$45.3K ﹤0.01% 4307
2025
Q4 		$322K Sell
68,752
-16,213
-19% -$83K ﹤0.01% 3840
2025
Q3 		$494K Buy
84,965
+2,188
+3% +$12.8K ﹤0.01% 3391
2025
Q2 		$536K Sell
82,777
-20,608
-20% -$136K ﹤0.01% 2912
2025
Q1 		$699K Buy
103,385
+8,936
+9% +$68.6K ﹤0.01% 2565
2024
Q4 		$750K Sell
94,449
-5,571
-6% -$45.7K ﹤0.01% 2369
2024
Q3 		$823K Sell
100,020
-13,419
-12% -$112K ﹤0.01% 2262
2024
Q2 		$928K Sell
113,439
-1,312
-1% -$10.6K ﹤0.01% 2128
2024
Q1 		$903K Buy
+114,751
New +$917K ﹤0.01% 2158

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
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
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM

Cetera Investment Advisers's CCIF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Carlyle Credit Income Fund (CCIF) stake by 5.1% in Q2 2026, selling an estimated $9.28K and leaving 54,188 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #4568.

Cetera Investment Advisers first reported a position in CCIF in Q1 2024 and has held it in 10 quarters since. The position peaked at $928K in Q2 2024. 29 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

  • Cetera Investment Advisers held 54,188 shares of Carlyle Credit Income Fund worth $151K as of Q2 2026.
  • Cetera Investment Advisers sold 2,918 Carlyle Credit Income Fund shares in Q2 2026, an estimated $9.28K.
  • Carlyle Credit Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4568 holding.
  • Cetera Investment Advisers first reported a position in Carlyle Credit Income Fund in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Carlyle Credit Income Fund position peaked at $928K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.