CWA
CCIF

Cura Wealth Advisors’s Carlyle Credit Income Fund CCIF Stock Holding History

Cura Wealth 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 		$99.7K Hold
35,721
– – 0.04% 134
2026
Q1 		$115K Hold
35,721
– – 0.05% 122
2025
Q4 		$168K Hold
35,721
– – 0.06% 137
2025
Q3 		$208K Buy
+35,721
New +$208K 0.08% 119

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

Cura Wealth Advisors's CCIF Position: Q2 2026 in Review

Cura Wealth Advisors held its Carlyle Credit Income Fund (CCIF) position steady in Q2 2026 at 35,721 shares worth $99.7K. The position accounts for 0.04% of the portfolio, ranked #134.

Cura Wealth Advisors first reported a position in CCIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $208K in Q3 2025. 29 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

  • Cura Wealth Advisors held 35,721 shares of Carlyle Credit Income Fund worth $99.7K as of Q2 2026.
  • Cura Wealth Advisors left its Carlyle Credit Income Fund share count unchanged in Q2 2026.
  • Carlyle Credit Income Fund made up 0.04% of Cura Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Cura Wealth Advisors first reported a position in Carlyle Credit Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Cura Wealth Advisors's Carlyle Credit Income Fund position peaked at $208K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.