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
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 $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $206M AUM 29.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return