NWMP
CCIF

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

Noble Wealth Management PBC’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
Q1 		$3.38K Hold
500
– – ﹤0.01% 462
2024
Q4 		$3.97K Buy
+500
New +$4.1K ﹤0.01% 411

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
ST
Sabal Trust St. Petersburg, Florida $1.8B AUM 8.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Noble Wealth Management PBC's CCIF Position: Q1 2025 in Review

Noble Wealth Management PBC held its Carlyle Credit Income Fund (CCIF) position steady in Q1 2025 at 500 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Noble Wealth Management PBC first reported a position in CCIF in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.97K in Q4 2024. 26 funds tracked by Wall St. Rank hold CCIF as of Q1 2025.

  • Noble Wealth Management PBC held 500 shares of Carlyle Credit Income Fund worth $3.38K as of Q1 2025.
  • Noble Wealth Management PBC left its Carlyle Credit Income Fund share count unchanged in Q1 2025.
  • Carlyle Credit Income Fund made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #462 holding.
  • Noble Wealth Management PBC first reported a position in Carlyle Credit Income Fund in Q4 2024 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Carlyle Credit Income Fund position peaked at $3.97K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.