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Carlyle Tactical Private Credit Fund shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Carlyle Tactical Private Credit Fund (TAKNX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Carlyle Tactical Private Credit Fund

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Tactical Private Credit Fund held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Tactical Private Credit Fund by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 32k 8.37
2025-03-31 $263k 31k 8.41

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPMD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

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Top funds holding Carlyle Tactical Private Credit Fund

Financial Gravity Wealth

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