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Chung Wu Investment Group’s Carlyle Credit Income Fund CCIF Stock Holding History

Chung Wu Investment Group’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 		$5.58K Hold
2,000
– – ﹤0.01% 249
2026
Q1 		$6.42K Buy
+2,000
New +$7.79K 0.01% 223

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
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

Chung Wu Investment Group's CCIF Position: Q2 2026 in Review

Chung Wu Investment Group held its Carlyle Credit Income Fund (CCIF) position steady in Q2 2026 at 2,000 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Chung Wu Investment Group first reported a position in CCIF in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.42K in Q1 2026. 29 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

  • Chung Wu Investment Group held 2,000 shares of Carlyle Credit Income Fund worth $5.58K as of Q2 2026.
  • Chung Wu Investment Group left its Carlyle Credit Income Fund share count unchanged in Q2 2026.
  • Carlyle Credit Income Fund made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #249 holding.
  • Chung Wu Investment Group first reported a position in Carlyle Credit Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Chung Wu Investment Group's Carlyle Credit Income Fund position peaked at $6.42K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.