Shaker Financial Services, LLC
Position in JQC — Nuveen Credit Strategies Income Fund
CIK 1511794
Arlington, VA
Position in JQC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$145,800
-$247,330 QoQ
Shares Held
30,000
-62.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#11
of 25 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JQC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. JQC ranks #134 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in JQC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,800 | 30,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $393,130 | 80,725 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $493,897 | 98,386 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $131,796 | 24,452 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $394,317 | 69,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $401,247 | 69,300 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $714,251 | 128,694 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $213,375 | 38,308 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $349,776 | 67,007 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $121,440 | 24,000 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $121,200 | 24,000 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $766,961 | 150,680 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,297,173 | 253,850 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,710,628 | 328,967 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,045,244 | 492,758 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,517,146 | 387,850 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,305,197 | 351,402 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $358,695 | 53,140 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,443,195 | 222,030 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,857,855 | 293,500 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $227,014 | 38,412 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $392,564 | 67,220 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||