Koshinski Asset Management
CCIF

Koshinski Asset Management’s Carlyle Credit Income Fund CCIF Stock Holding History

Koshinski Asset Management’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
-26,244
Closed -$177K – 688
2025
Q1 		$177K Sell
26,244
-95
-0.4% -$729 0.02% 610
2024
Q4 		$209M Buy
26,339
+41
+0.2% +$336 0.02% 593
2024
Q3 		$216K Sell
26,298
-862
-3% -$7.19K 0.02% 575
2024
Q2 		$227K Buy
+27,160
New +$219K 0.02% 539
2024
Q1 		– Sell
-16,417
Closed -$131K – 596
2023
Q4 		$131K Sell
16,417
-12,657
-44% -$98.2K 0.02% 486
2023
Q3 		$238K Sell
29,074
-9,542
-25% -$77.9K 0.03% 479
2023
Q2 		$384K Buy
+38,616
New +$381K 0.04% 403
2023
Q1 		– Sell
-47,702
Closed -$415K – 568
2022
Q4 		$415K Sell
47,702
-4,159
-8% -$36.6K 0.04% 398
2022
Q3 		$463K Buy
51,861
+40
+0.1% +$376 0.06% 335
2022
Q2 		$485K Sell
51,821
-9,751
-16% -$92.5K 0.05% 370
2022
Q1 		$616K Sell
61,572
-126
-0.2% -$1.27K 0.05% 345
2021
Q4 		$629K Sell
61,698
-17,411
-22% -$182K 0.05% 357
2021
Q3 		$830K Buy
79,109
+12,851
+19% +$137K 0.07% 292
2021
Q2 		$716K Buy
66,258
+6,694
+11% +$71K 0.09% 254
2021
Q1 		$614K Sell
59,564
-2,442
-4% -$24.9K 0.07% 317
2020
Q4 		$610K Sell
62,006
-8,218
-12% -$81.9K 0.08% 277
2020
Q3 		$708 Sell
70,224
-36,324
-34% -$355K 0.1% 229
2020
Q2 		$1.03M Sell
106,548
-14,069
-12% -$132K 0.17% 162
2020
Q1 		$1.01M Sell
120,617
-17,463
-13% -$179K 0.21% 129
2019
Q4 		$1.43M Buy
+138,080
New +$1.4M 0.25% 122

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

Koshinski Asset Management's CCIF Position: Q2 2025 in Review

Koshinski Asset Management sold out of Carlyle Credit Income Fund (CCIF) in Q2 2025, closing a stake of 26,244 shares — an estimated $177K sold.

Koshinski Asset Management first reported a position in CCIF in Q4 2019 and held it in 20 quarters. The position peaked at $209M in Q4 2024. 27 funds tracked by Wall St. Rank hold CCIF as of Q2 2025.

  • Koshinski Asset Management reported no remaining Carlyle Credit Income Fund position as of Q2 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 26,244 Carlyle Credit Income Fund shares in Q2 2025, an estimated $177K.
  • Koshinski Asset Management first reported a position in Carlyle Credit Income Fund in Q4 2019 and held it in 20 quarters.
  • Koshinski Asset Management's Carlyle Credit Income Fund position peaked at $209M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2025.

Based on Koshinski Asset Management's 13F filing for Q2 2025, filed 29 Jul 2025.