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 101–150 of 165
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MXE | MEXICO EQUITY & INCOME FD | 76K | $500K+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 97K | $500K+ | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 93K | $500K+ | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 114K | $500K+ | SH |
| EFR | EATON VANCE SR FLTNG RTE TR | 80K | $500K+ | SH |
| SOR | SOURCE CAPITAL | 19K | $500K+ | SH |
| XFLT | XAI OCTAGN FLT RAT & ALT INM | 184K | $500K+ | SH |
| OPP | RIVERNORTH DOUBLELINE STRATE | 110K | $500K+ | SH |
| SWZ | TOTAL RETURN SECURITIES FUND | 136K | $500K+ | SH |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | 144K | $500K+ | SH |
| RNP | COHEN & STEERS REIT & PFD & | 40K | $500K+ | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 106K | $500K+ | SH |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | 53K | $500K+ | SH |
| EFT | EATON VANCE FLTING RATE INC | 67K | $500K+ | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 64K | $500K+ | SH |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | 31K | $500K+ | SH |
| NCV | VIRTUS CONVERTIBLE & INCOME | 46K | $500K+ | SH |
| AEF | ABRDN EMERGING MARKETS EX CH | 94K | $500K+ | SH |
| GLQ | CLOUGH GLOBAL EQUITY FD | 84K | $500K+ | SH |
| CAF | MORGAN STANLEY CHINA A SH FD | 36K | $500K+ | SH |
| BCV | BANCROFT FD LTD | 28K | $500K+ | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 54K | $500K+ | SH |
| BGX | BLACKSTONE LONG SHORT CR INC | 49K | $500K+ | SH |
| BGT | BLACKROCK FLOATING RATE INC | 50K | $500K+ | SH |
| VLT | INVESCO HIGH INCOME TR II | 50K | $500K+ | SH |
| LGI | LAZARD GLOBAL TOTAL RETURN & | 32K | $500K+ | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 48K | $500K+ | SH |
| NBXG | NEUBERGER NEXT GENERATION | 37K | $500K+ | SH |
| GLV | CLOUGH GLOBAL DIVID & INCOME | 86K | $500K+ | SH |
| BGH | BARINGS GLOBAL SHORT DURATIO | 34K | $500K+ | SH |
| PGZ | PRINCIPAL REAL ESTATE INCOME | 51K | $500K+ | SH |
| PPT | PUTNAM PREMIER INCOME TR | 141K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 98K | $100K–$500K | SH |
| IHD | VOYA EMERGING MKTS HIGH DIVI | 77K | $100K–$500K | SH |
| EVF | EATON VANCE SR INCOME TR | 92K | $100K–$500K | SH |
| PAI | WESTERN ASSET INVESTMENT GRA | 38K | $100K–$500K | SH |
| RIV | RIVERNORTH OPPORTUNITIES FD | 38K | $100K–$500K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 101K | $100K–$500K | SH |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | 31K | $100K–$500K | SH |
| CIK | CREDIT SUISSE ASSET MGMT INC | 152K | $100K–$500K | SH |
| PCF | HIGH INCOME SECS FD | 69K | $100K–$500K | SH |
| HQH | ABRDN HEALTHCARE INVESTORS | 22K | $100K–$500K | SH |
| BGY | BLACKROCK ENHANCED INTL DIV | 69K | $100K–$500K | SH |
| EDD | MORGAN STANLEY EMERGING MKTS | 73K | $100K–$500K | SH |
| NHS | NEUBERGER HIGH YIELD ST FD I | 54K | $100K–$500K | SH |
| EOI | EATON VANCE ENHANCED EQUITY | 18K | $100K–$500K | SH |
| BTO | HANCOCK JOHN FINL OPPTYS FD | 11K | $100K–$500K | SH |
| NRO | NEUBERGER REAL ESTATE | 119K | $100K–$500K | SH |
| DHF | BNY MELLON HIGH YIELD STRATE | 144K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 582 | $100K–$500K | SH |