PWPS
CCIF

Pinnacle Wealth Planning Services’s Carlyle Credit Income Fund CCIF Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-142
Closed -$666 – 2756
2025
Q4 		$666 Buy
+142
New +$727 ﹤0.01% 2628

Other funds holding CCIF

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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 $214M 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

Pinnacle Wealth Planning Services's CCIF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Carlyle Credit Income Fund (CCIF) in Q1 2026, closing a stake of 142 shares — an estimated $666 sold.

Pinnacle Wealth Planning Services first reported a position in CCIF in Q4 2025 and held it in 1 quarter. The position peaked at $666 in Q4 2025. 32 funds tracked by Wall St. Rank hold CCIF as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Carlyle Credit Income Fund position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 142 Carlyle Credit Income Fund shares in Q1 2026, an estimated $666.
  • Pinnacle Wealth Planning Services first reported a position in Carlyle Credit Income Fund in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Carlyle Credit Income Fund position peaked at $666 in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.