FNWA
CCIF

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

Financial Network 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
2024
Q4 		– Sell
-26,660
Closed -$219K – 541
2024
Q3 		$219K Sell
26,660
-909
-3% -$7.58K 0.18% 103
2024
Q2 		$226K Sell
27,569
-1,508
-5% -$12.2K 0.17% 123
2024
Q1 		$229K Sell
29,077
-2,680
-8% -$21.4K 0.23% 106
2023
Q4 		$252K Buy
+31,757
New +$246K 0.27% 93

Other funds holding CCIF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Sabal Trust St. Petersburg, Florida $1.8B AUM 8.75% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Financial Network Wealth Advisors's CCIF Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Carlyle Credit Income Fund (CCIF) in Q4 2024, closing a stake of 26,660 shares — an estimated $219K sold.

Financial Network Wealth Advisors first reported a position in CCIF in Q4 2023 and held it in 4 quarters. The position peaked at $252K in Q4 2023. 24 funds tracked by Wall St. Rank hold CCIF as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Carlyle Credit Income Fund position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 26,660 Carlyle Credit Income Fund shares in Q4 2024, an estimated $219K.
  • Financial Network Wealth Advisors first reported a position in Carlyle Credit Income Fund in Q4 2023 and held it in 4 quarters.
  • Financial Network Wealth Advisors's Carlyle Credit Income Fund position peaked at $252K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.