KA
CCIF

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

Kovack 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 		– Sell
-29,970
Closed -$96.2K – 1083
2026
Q1 		$96.2K Buy
29,970
+3,068
+11% +$11.9K 0.01% 977
2025
Q4 		$126K Buy
+26,902
New +$138K 0.01% 980

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

Kovack Advisors's CCIF Position: Q2 2026 in Review

Kovack Advisors sold out of Carlyle Credit Income Fund (CCIF) in Q2 2026, closing a stake of 29,970 shares — an estimated $96.2K sold.

Kovack Advisors first reported a position in CCIF in Q4 2025 and held it in 2 quarters. The position peaked at $126K in Q4 2025. 29 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

  • Kovack Advisors reported no remaining Carlyle Credit Income Fund position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 29,970 Carlyle Credit Income Fund shares in Q2 2026, an estimated $96.2K.
  • Kovack Advisors first reported a position in Carlyle Credit Income Fund in Q4 2025 and held it in 2 quarters.
  • Kovack Advisors's Carlyle Credit Income Fund position peaked at $126K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.