Shaker Financial Services, LLC Buys Boulder Growth & Income Fund, First Trust Enhanced Equity Income Fund, Source Capital Inc, Sells Eaton Vance Tax-mangd Glo Buy-write Oppo, Nuveen NASDAQ 100 Dynamic Overwrite Fund, Royce Value Trust Inc

• New Purchases: FFA, AIO, EXG, TEAF, PIM, DCF, DHF, SPY, IGD, ASG, EVG, ACV, DDF, ETO, JHB, EVT, BOE, ISD, JHS, AFT, PPR, FOF, EFL, JQC, AVK, GGZ, JFR, DBL, MGU, CIF, IHD, EXD, NSL, JOF,
• Added Positions: BIF, SOR, VGI, USA, EAD, GDV, CET, GAM, KIO, BGX, CII, GPM, FSD, GF, PHT, BGH, TEI, GLQ, BLW, FRA, DIAX, FIV, VVR, DHY, DSL, ETY, AIF, AWF, PCI, MCR, JRO, MCN, CHN, CAF, EEA, IRL, TY, EDD, CIK, IVH, BGB, JTD, HTD, JDD, GHY, FT, TDF, IID, FAM, FCO, EMD, BTZ, EFT, BGT, IAF, HQL, JRI, HNW, IGA, GNT, DEX, BIT, EFR, IDE,
• Reduced Positions: QQQX, MMT, JPS, HEQ, HYI, ETG, JTA, SCD, JCE, ERC, JHI, CHW, GLV, VTA, NHS, GLO, HIX, CHY, JPC, JSD, FCT, HTY, ADX, RNP, EHT, VLT, SPE, FAX, DSU, ARDC, NCZ, EVV, SWZ, CHI, BDJ, BSL, FEO, JRS, HQH, SPEPB.PFD, EVF,
• Sold Out: ETW, RVT, NFJ, PFL, EOI, ECF, PFN, PKO, HYT, UTF, FTF, GFY, AGD, OPP, PDI, PHK, CBH, RA, JPI, PGZ, WEA, RIV, EOS, LGI, JLS, ETJ, GGM, THW, ACP, PPT, PGP, GIM, PCM, XFLT, TLI, NCV, EOD,

For the details of Shaker Financial Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/shaker+financial+services%2C+llc/current-portfolio/portfolio

1. Tri-Continental Corp (TY) - 220,353 shares, 3.08% of the total portfolio. Shares added by 5.03%
2. Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX) - 333,954 shares, 2.57% of the total portfolio. Shares added by 19.07%
3. Nuveen S&P 500 Buy-Write Income Fund (BXMX) - 361,473 shares, 2.25% of the total portfolio. Shares added by 0.57%
4. Eaton Vance Tax Advgd Gbl Div Inc Fd (ETG) - 271,125 shares, 2.19% of the total portfolio. Shares reduced by 19.12%
5. Nuveen Core Equity Alpha Fund (JCE) - 316,946 shares, 2.19% of the total portfolio. Shares reduced by 17.49%

Shaker Financial Services, LLC initiated holding in First Trust Enhanced Equity Income Fund. The purchase prices were between $11.58 and $15.05, with an estimated average price of $13.7. The stock is now traded at around $15.23. The impact to a portfolio due to this purchase was 1.28%. The holding were 155,726 shares as of .

Shaker Financial Services, LLC initiated holding in AllianzGI Artificial Intelligence & Technology Opp. The purchase prices were between $15.08 and $19.94, with an estimated average price of $18.07. The stock is now traded at around $21.81. The impact to a portfolio due to this purchase was 1.06%. The holding were 95,050 shares as of .

Shaker Financial Services, LLC initiated holding in Eaton Vance Tax-Mgd Glbl Div Eq Inc. The purchase prices were between $5.81 and $7.63, with an estimated average price of $6.93. The stock is now traded at around $7.66. The impact to a portfolio due to this purchase was 1.06%. The holding were 254,679 shares as of .

Shaker Financial Services, LLC initiated holding in Tortoise Essential Assets Income Term. The purchase prices were between $9.63 and $12.77, with an estimated average price of $10.8. The stock is now traded at around $11.09. The impact to a portfolio due to this purchase was 0.81%. The holding were 128,176 shares as of .

Shaker Financial Services, LLC initiated holding in Putnam Master Intermediate Income Trust. The purchase prices were between $3.68 and $4.51, with an estimated average price of $4.24. The stock is now traded at around $4.25. The impact to a portfolio due to this purchase was 0.79%. The holding were 340,191 shares as of .

Shaker Financial Services, LLC initiated holding in BNY Mellon Alcentra Global Credit Income 2024 Targ. The purchase prices were between $5.9 and $7.87, with an estimated average price of $7.19. The stock is now traded at around $8.09. The impact to a portfolio due to this purchase was 0.76%. The holding were 175,378 shares as of .

Shaker Financial Services, LLC added to a holding in Boulder Growth & Income Fund by 309.93%. The purchase prices were between $8.72 and $10.39, with an estimated average price of $9.47. The stock is now traded at around $10.10. The impact to a portfolio due to this purchase was 1.5%. The holding were 374,095 shares as of .

Shaker Financial Services, LLC added to a holding in Source Capital Inc by 159.80%. The purchase prices were between $28.86 and $34.87, with an estimated average price of $32.22. The stock is now traded at around $36.44. The impact to a portfolio due to this purchase was 1.23%. The holding were 106,605 shares as of .

Shaker Financial Services, LLC added to a holding in Virtus Global Multi-Sector Inc by 169.75%. The purchase prices were between $9.09 and $11.41, with an estimated average price of $10.34. The stock is now traded at around $11.59. The impact to a portfolio due to this purchase was 1.04%. The holding were 263,045 shares as of .

Shaker Financial Services, LLC added to a holding in Liberty All Star Equity Fund by 195.44%. The purchase prices were between $4.39 and $6.03, with an estimated average price of $5.4. The stock is now traded at around $5.99. The impact to a portfolio due to this purchase was 1.03%. The holding were 479,495 shares as of .

Shaker Financial Services, LLC added to a holding in Wells Fargo Income Opportunities Fund by 202.49%. The purchase prices were between $5.88 and $7.48, with an estimated average price of $6.86. The stock is now traded at around $7.48. The impact to a portfolio due to this purchase was 1.02%. The holding were 383,704 shares as of .

Shaker Financial Services, LLC added to a holding in Gabelli Dividend & Income Trust by 92.03%. The purchase prices were between $13.8 and $19.58, with an estimated average price of $16.86. The stock is now traded at around $18.82. The impact to a portfolio due to this purchase was 0.92%. The holding were 193,236 shares as of .

Shaker Financial Services, LLC sold out a holding in Eaton Vance Tax-mangd Glo Buy-write Oppo. The sale prices were between $6.98 and $8.65, with an estimated average price of $8.11.

Shaker Financial Services, LLC sold out a holding in Royce Value Trust Inc. The sale prices were between $9.03 and $13.47, with an estimated average price of $11.43.

Shaker Financial Services, LLC sold out a holding in Allianzgi NFJ Dividend, Interest & Premium Strateg. The sale prices were between $9.07 and $11.79, with an estimated average price of $10.7.

Shaker Financial Services, LLC sold out a holding in PIMCO Floating Rate Income Fund. The sale prices were between $7.77 and $10.33, with an estimated average price of $9.17.

Shaker Financial Services, LLC sold out a holding in Eaton Vance Enhanced Equity Income Fund. The sale prices were between $11.25 and $14.76, with an estimated average price of $13.46.

Shaker Financial Services, LLC sold out a holding in Ellsworth Growth and Income Fund Ltd. The sale prices were between $8.02 and $11.72, with an estimated average price of $10.3.