Wedbush Securities’s Carlyle Credit Income Fund CCIF Stock Holding History

Wedbush Securities’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 Q3	$28K	Sell	11,500 -418	-4%	-$1.12K	﹤0.01%	1296
2026 Q2	$33K	Sell	11,918 -4,000	-25%	-$12.7K	﹤0.01%	1300
2026 Q1	$51K	Hold	15,918	–	–	﹤0.01%	1220
2025 Q4	$75K	Buy	15,918 +1,050	+7%	+$5.38K	﹤0.01%	1181
2025 Q3	$87K	Buy	14,868 +4,150	+39%	+$24.2K	﹤0.01%	1134
2025 Q2	$69K	Buy	+10,718	New	+$70.5K	﹤0.01%	1125
2023 Q2	–	Sell	-14,140	Closed	-$139K	–	1078
2023 Q1	$139K	Hold	14,140	–	–	0.01%	988
2022 Q4	$123K	Buy	14,140 +50	+0.4%	+$440	0.01%	969
2022 Q3	$126K	Hold	14,090	–	–	0.01%	954
2022 Q2	$132K	Buy	+14,090	New	+$134K	0.01%	982
2022 Q1	–	Sell	-10,200	Closed	-$104K	–	1116
2021 Q4	$104K	Buy	+10,200	New	+$106K	﹤0.01%	1121

Other funds holding CCIF

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Wedbush Securities's CCIF Position: Q3 2026 in Review

Wedbush Securities reduced its Carlyle Credit Income Fund (CCIF) stake by 3.5% in Q3 2026, selling an estimated $1.12K and leaving 11,500 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Wedbush Securities first reported a position in CCIF in Q4 2021 and has held it in 11 quarters since. The position peaked at $139K in Q1 2023. 9 funds tracked by Wall St. Rank hold CCIF as of Q3 2026.

Wedbush Securities held 11,500 shares of Carlyle Credit Income Fund worth $28K as of Q3 2026.
Wedbush Securities sold 418 Carlyle Credit Income Fund shares in Q3 2026, an estimated $1.12K.
Carlyle Credit Income Fund made up ﹤0.01% of Wedbush Securities's portfolio in Q3 2026, its #1296 holding.
Wedbush Securities first reported a position in Carlyle Credit Income Fund in Q4 2021 and has held it in 11 quarters since.
Wedbush Securities's Carlyle Credit Income Fund position peaked at $139K in Q1 2023.
9 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.