CIK 1511794
Shaker Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
165
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 165
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JCE | NUVEEN CORE EQUITY ALPHA FD | 561K | $1M+ | SH |
| RMT | ROYCE MICRO-CAP TR INC | 830K | $1M+ | SH |
| ASG | LIBERTY ALL-STAR GROWTH FD I | 1.5M | $1M+ | SH |
| ETB | EATON VANCE TAX MNGED BUY WR | 494K | $1M+ | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 1.1M | $1M+ | SH |
| FFA | FIRST TR ENHANCED EQUITY INC | 287K | $1M+ | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 326K | $1M+ | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 204K | $1M+ | SH |
| EEA | EUROPEAN EQUITY FD INC | 502K | $1M+ | SH |
| CET | CENTRAL SECS CORP | 108K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| CHW | CALAMOS GBL DYN INCOME FUND | 685K | $1M+ | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 395K | $1M+ | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 185K | $1M+ | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 171K | $1M+ | SH |
| MCN | XAI MADISON EQUITY PREMIUM I | 684K | $1M+ | SH |
| FUND | SPROTT FOCUS TR INC | 466K | $1M+ | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 587K | $1M+ | SH |
| SPE | SPECIAL OPPORTUNITIES FD INC | 251K | $1M+ | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 164K | $1M+ | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 414K | $1M+ | SH |
| SABA | SABA CAPITAL INCOME & OPPORT | 439K | $1M+ | SH |
| KIO | KKR INCOME OPPORTUNITIES FD | 308K | $1M+ | SH |
| ETO | EATON VANCE TAX-ADVANTAGED G | 114K | $1M+ | SH |
| ERC | ALLSPRING MULTI SECTOR INCOM | 348K | $1M+ | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI | 594K | $1M+ | SH |
| ARDC | ARES DYNAMIC CR ALLOCATION F | 244K | $1M+ | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 224K | $1M+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 209K | $1M+ | SH |
| FTF | FRANKLIN LTD DURATION INCOME | 495K | $1M+ | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 199K | $1M+ | SH |
| STK | COLUMBIA SELIGM PREM TECH GR | 81K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 181K | $1M+ | SH |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | 231K | $1M+ | SH |
| NPCT | NUVEEN CORE PLUS IMPACT FUND | 285K | $1M+ | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 222K | $1M+ | SH |
| PTA | COHEN & STEERS TAX ADVAN PFD | 147K | $1M+ | SH |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | 172K | $1M+ | SH |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | 221K | $1M+ | SH |
| EHI | WESTERN ASSET GBL HIGH INC F | 424K | $1M+ | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 186K | $1M+ | SH |
| BWG | BRANDYWINEGBL GBL INCM OPP F | 308K | $1M+ | SH |
| HYI | WESTERN ASSET HIGH YIELD OPP | 231K | $1M+ | SH |
| RGT | ROYCE GLOBAL TRUST INC | 193K | $1M+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 265K | $1M+ | SH |
| MCR | MFS CHARTER INCOME TR | 401K | $1M+ | SH |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | 103K | $1M+ | SH |
| EVV | EATON VANCE LIMITED DURATION | 239K | $1M+ | SH |
| TWN | TAIWAN FD INC | 39K | $1M+ | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 214K | $1M+ | SH |