HighTower Advisors
CCIF

HighTower Advisors’s Carlyle Credit Income Fund CCIF Stock Holding History

HighTower 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
2025
Q2 		– Sell
-29,598
Closed -$200K – 3786
2025
Q1 		$200K Hold
29,598
– – ﹤0.01% 3193
2024
Q4 		$235K Hold
29,598
– – ﹤0.01% 3077
2024
Q3 		$244K Buy
29,598
+11,682
+65% +$97.5K ﹤0.01% 2978
2024
Q2 		$147K Hold
17,916
– – ﹤0.01% 3114
2024
Q1 		$141K Hold
17,916
– – ﹤0.01% 3071
2023
Q4 		$142K Hold
17,916
– – ﹤0.01% 3105
2023
Q3 		$147K Sell
17,916
-22,404
-56% -$183K ﹤0.01% 3012
2023
Q2 		$402K Hold
40,320
– – ﹤0.01% 2341
2023
Q1 		$394K Sell
40,320
-2,326
-5% -$22.6K ﹤0.01% 2270
2022
Q4 		$371K Sell
42,646
-3,481
-8% -$30.6K ﹤0.01% 2328
2022
Q3 		$412K Sell
46,127
-419
-0.9% -$3.94K ﹤0.01% 2144
2022
Q2 		$434K Sell
46,546
-908
-2% -$8.61K ﹤0.01% 2129
2022
Q1 		$474K Sell
47,454
-697
-1% -$7.05K ﹤0.01% 2209
2021
Q4 		$490K Sell
48,151
-1,888
-4% -$19.7K ﹤0.01% 2171
2021
Q3 		$525K Buy
50,039
+4,107
+9% +$43.7K ﹤0.01% 2028
2021
Q2 		$499K Sell
45,932
-3,406
-7% -$36.1K ﹤0.01% 2047
2021
Q1 		$505K Buy
+49,338
New +$503K ﹤0.01% 1966
2020
Q4 		– Sell
-84,861
Closed -$845K – 2630
2020
Q3 		$845K Sell
84,861
-14,515
-15% -$142K ﹤0.01% 1298
2020
Q2 		$958K Sell
99,376
-269
-0.3% -$2.52K 0.01% 1142
2020
Q1 		$834K Sell
99,645
-10,455
-9% -$107K 0.01% 1096
2019
Q4 		$1.14M Sell
110,100
-1,284
-1% -$13K 0.01% 1080
2019
Q3 		$1.19M Buy
111,384
+1,041
+0.9% +$10.7K 0.01% 1092
2019
Q2 		$1.05M Buy
+110,343
New +$919K 0.01% 1172

Other funds holding CCIF

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
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 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
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

HighTower Advisors's CCIF Position: Q2 2025 in Review

HighTower Advisors sold out of Carlyle Credit Income Fund (CCIF) in Q2 2025, closing a stake of 29,598 shares — an estimated $200K sold.

HighTower Advisors first reported a position in CCIF in Q2 2019 and held it in 23 quarters. The position peaked at $1.19M in Q3 2019. 27 funds tracked by Wall St. Rank hold CCIF as of Q2 2025.

  • HighTower Advisors reported no remaining Carlyle Credit Income Fund position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 29,598 Carlyle Credit Income Fund shares in Q2 2025, an estimated $200K.
  • HighTower Advisors first reported a position in Carlyle Credit Income Fund in Q2 2019 and held it in 23 quarters.
  • HighTower Advisors's Carlyle Credit Income Fund position peaked at $1.19M in Q3 2019.
  • 27 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.