MWM
CCIF

Melfa Wealth Management’s Carlyle Credit Income Fund CCIF Stock Holding History

Melfa Wealth 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
2026
Q2 		$148K Hold
52,974
– – 0.08% 181
2026
Q1 		$170K Hold
52,974
– – 0.1% 171
2025
Q4 		$248K Buy
52,974
+30,250
+133% +$155K 0.14% 149
2025
Q3 		$132K Hold
22,724
– – 0.08% 187
2025
Q2 		$147K Hold
22,724
– – 0.09% 185
2025
Q1 		$154K Hold
22,724
– – 0.1% 180
2024
Q4 		$180K Hold
22,724
– – 0.12% 171
2024
Q3 		$187K Hold
22,724
– – 0.12% 171
2024
Q2 		$186K Hold
22,724
– – 0.13% 164
2024
Q1 		$179K Buy
22,724
+140
+0.6% +$1.12K 0.13% 163
2023
Q4 		$180K Buy
22,584
+397
+2% +$3.08K 0.17% 116
2023
Q3 		$181K Buy
22,187
+1,333
+6% +$10.9K 0.2% 108
2023
Q2 		$207K Buy
20,854
+177
+0.9% +$1.75K 0.21% 105
2023
Q1 		$203K Buy
20,677
+178
+0.9% +$1.73K 0.2% 108
2022
Q4 		$179K Buy
+20,499
New +$180K 0.19% 109

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
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM

Melfa Wealth Management's CCIF Position: Q2 2026 in Review

Melfa Wealth Management held its Carlyle Credit Income Fund (CCIF) position steady in Q2 2026 at 52,974 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #181.

Melfa Wealth Management first reported a position in CCIF in Q4 2022 and has held it in 15 quarters since. The position peaked at $248K in Q4 2025. 29 funds tracked by Wall St. Rank hold CCIF as of Q2 2026.

  • Melfa Wealth Management held 52,974 shares of Carlyle Credit Income Fund worth $148K as of Q2 2026.
  • Melfa Wealth Management left its Carlyle Credit Income Fund share count unchanged in Q2 2026.
  • Carlyle Credit Income Fund made up 0.08% of Melfa Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Melfa Wealth Management first reported a position in Carlyle Credit Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Carlyle Credit Income Fund position peaked at $248K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.