J.W. Cole Advisors’s Carlyle Credit Income Fund CCIF Stock Holding History

J.W. Cole 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	$875K	Buy	+313,770	New	+$997K	0.02%	789
2026 Q1	–	Sell	-305,394	Closed	-$1.43M	–	859
2025 Q4	$1.43M	Buy	305,394 +46,681	+18%	+$239K	0.03%	512
2025 Q3	$1.51M	Buy	258,713 +39,233	+18%	+$229K	0.03%	574
2025 Q2	$1.42M	Buy	219,480 +30,808	+16%	+$203K	0.03%	546
2025 Q1	$1.28M	Buy	+188,672	New	+$1.45M	0.04%	455

Other funds holding CCIF

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CWIG

Chung Wu Investment Group Sugar Land, Texas $152M AUM 78.53% 1-Year Est. Return

J.W. Cole Advisors's CCIF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Carlyle Credit Income Fund (CCIF) in Q2 2026: 313,770 shares worth $875K. The stake represents 0.02% of the portfolio and ranks #789 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CCIF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CCIF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2025. 11 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

J.W. Cole Advisors held 313,770 shares of Carlyle Credit Income Fund worth $875K as of Q2 2026.
Carlyle Credit Income Fund was a new J.W. Cole Advisors position in Q2 2026.
Carlyle Credit Income Fund made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #789 holding.
J.W. Cole Advisors first reported a position in Carlyle Credit Income Fund in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Carlyle Credit Income Fund position peaked at $1.51M in Q3 2025.
11 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.