Shaker Financial Services, LLC

Position in HQH — abrdn Healthcare Investors

CIK 1511794 Arlington, VA

Position in HQH

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$289,265

-$118,986 QoQ

Shares Held

16,260

-24.6% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names.

#	Ticker	Company	Shares	Value (USD)
1	GAB	Gabelli Equity Trust Inc	2,073,169	$11,734,136
2	RVT	Royce Small-Cap Trust, Inc.	605,745	$11,188,110
3	USA	Liberty All Star Equity Fund	1,646,776	$9,567,768
4	SPE	Special Opportunities Fund, Inc.	664,992	$8,957,442
5	JCE	Nuveen Core Equity Alpha Fund	519,128	$8,492,934
6	ASG	Liberty All Star Growth Fund Inc.	1,527,646	$8,356,223
7	FFA	First Trust Enhanced Equity Income Fund	328,741	$7,350,648
8	SOR	Source Capital /De/	153,966	$7,077,817

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$289,265	16,260	-24.6%	Shares	Sole	2026-05-12
2025-12-31	$408,251	21,555	+65.2%	Shares	Sole	2026-01-26
2023-12-31	$216,238	13,050	-23.0%	Shares	Sole	2024-02-07
2023-09-30	$263,432	16,941	0.0%	Shares	Sole	2023-11-02
2023-06-30	$288,844	16,941	-10.8%	Shares	Sole	2023-08-07
2023-03-31	$335,350	19,000	0.0%	Shares	Sole	2023-05-08
2022-12-31	$342,000	19,000	-34.5%	Shares	Sole	2023-02-03
2022-03-31	$602,330	29,000	+167.7%	Shares	Sole	2022-05-06
2021-03-31	$264,457	10,834	-74.1%	Shares	Sole	2021-05-14
2020-12-31	$995,617	41,780	0.0%	Shares	Sole	2021-02-03
2020-09-30	$861,503	41,780	0.0%	Shares	Sole	2020-11-09
2020-06-30	$891,167	41,780	-2.3%	Shares	Sole	2020-08-06
2020-03-31	$761,965	42,783	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.