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 151–165 of 165
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MIN | MFS INTER INCOME TR | 134K | $100K–$500K | SH |
| ECF | ELLSWORTH GROWTH & INCOME FD | 30K | $100K–$500K | SH |
| HGLB | HIGHLAND GLOBAL ALLOCATION F | 37K | $100K–$500K | SH |
| VVR | INVESCO SR INCOME TR | 97K | $100K–$500K | SH |
| ECAT | BLACKROCK ESG CAP ALLC TERM | 20K | $100K–$500K | SH |
| MXF | MEXICO FD INC | 15K | $100K–$500K | SH |
| BCAT | BLACKROCK CAP ALLOCATION TER | 20K | $100K–$500K | SH |
| KF | KOREA FD INC | 8K | $100K–$500K | SH |
| BSL | BLACKSTONE SENI FLTN RAT 202 | 20K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 21K | $100K–$500K | SH |
| VBF | INVESCO BD FD | 11K | $100K–$500K | SH |
| AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | 11K | $100K–$500K | SH |
| FT | FRANKLIN UNVL TR | 16K | $100K–$500K | SH |
| ZTR | VIRTUS TOTAL RETURN FD INC | 19K | $100K–$500K | SH |
| GCV | GABELLI CONV & INC SECS FD I | 14K | $50K–$100K | SH |