LPL Financial
CCIF

LPL Financial’s Carlyle Credit Income Fund CCIF Stock Holding History

LPL Financial’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 		$41.2K Sell
14,761
-19,076
-56% -$60.6K ﹤0.01% 6052
2026
Q1 		$109K Buy
33,837
+23,459
+226% +$91.3K ﹤0.01% 5660
2025
Q4 		$48.7K Sell
10,378
-72
-0.7% -$369 ﹤0.01% 5703
2025
Q3 		$60.8K Sell
10,450
-2,429
-19% -$14.2K ﹤0.01% 5607
2025
Q2 		$83.5K Buy
+12,879
New +$84.7K ﹤0.01% 5296
2025
Q1 		– Sell
-10,337
Closed -$82.1K – 5374
2024
Q4 		$82.1K Buy
+10,337
New +$84.7K ﹤0.01% 5027
2024
Q3 		– Sell
-12,622
Closed -$103K – 5186
2024
Q2 		$103K Buy
12,622
+1,732
+16% +$14K ﹤0.01% 4736
2024
Q1 		$85.7K Buy
+10,890
New +$87K ﹤0.01% 4703
2023
Q3 		– Sell
-12,085
Closed -$120K – 4705
2023
Q2 		$120K Sell
12,085
-2,934
-20% -$29K ﹤0.01% 4291
2023
Q1 		$147K Sell
15,019
-2,500
-14% -$24.3K ﹤0.01% 4124
2022
Q4 		$153K Buy
17,519
+7,000
+67% +$61.6K ﹤0.01% 4063
2022
Q3 		$94K Buy
+10,519
New +$99K ﹤0.01% 4122
2021
Q2 		– Sell
-32,873
Closed -$339K – 4234
2021
Q1 		$339K Sell
32,873
-11,376
-26% -$116K ﹤0.01% 3379
2020
Q4 		$435K Buy
44,249
+7,617
+21% +$76K ﹤0.01% 2878
2020
Q3 		$364K Sell
36,632
-5,763
-14% -$56.3K ﹤0.01% 2753
2020
Q2 		$410K Sell
42,395
-2,887
-6% -$27K ﹤0.01% 2573
2020
Q1 		$379K Buy
45,282
+10,673
+31% +$109K ﹤0.01% 2302
2019
Q4 		$360K Sell
34,609
-17,183
-33% -$175K ﹤0.01% 2634
2019
Q3 		$553K Buy
51,792
+13,551
+35% +$139K ﹤0.01% 2180
2019
Q2 		$363K Buy
+38,241
New +$318K ﹤0.01% 2543

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

LPL Financial's CCIF Position: Q2 2026 in Review

LPL Financial reduced its Carlyle Credit Income Fund (CCIF) stake by 56% in Q2 2026, selling an estimated $60.6K and leaving 14,761 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6052.

LPL Financial first reported a position in CCIF in Q2 2019 and has held it in 20 quarters since. The position peaked at $553K in Q3 2019. 29 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

  • LPL Financial held 14,761 shares of Carlyle Credit Income Fund worth $41.2K as of Q2 2026.
  • LPL Financial sold 19,076 Carlyle Credit Income Fund shares in Q2 2026, an estimated $60.6K.
  • Carlyle Credit Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6052 holding.
  • LPL Financial first reported a position in Carlyle Credit Income Fund in Q2 2019 and has held it in 20 quarters since.
  • LPL Financial's Carlyle Credit Income Fund position peaked at $553K in Q3 2019.
  • 29 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.