Garden State Investment Advisory Services LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1965351
Red Bank, NJ
Position in EVV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$120,638
+$21,517 QoQ
Shares Held
12,875
+22.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#103
of 145 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Garden State Investment Advisory Services LLC holds $9,076,051 across 18 Asset Management names. EVV ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMO |
Invesco Municipal Opportunity Trust
|
345,925 | $3,414,279 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
45,841 | $765,544 | |
| 3 | BX |
Blackstone Inc.
|
5,869 | $690,605 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
21,739 | $599,779 | |
| 5 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
65,260 | $493,365 | |
| 6 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
51,645 | $427,104 | |
| 7 | MHD |
Blackrock Muniholdings Fund, Inc.
|
34,122 | $406,051 | |
| 8 | ARCC |
Ares Capital Corp
|
21,535 | $399,043 |
All Filings in EVV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,638 | 12,875 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $99,121 | 10,489 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $131,381 | 12,944 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $137,925 | 13,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $134,081 | 13,435 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $156,847 | 16,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $178,438 | 16,978 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $157,797 | 16,201 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $157,228 | 16,126 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $153,797 | 16,054 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $135,428 | 14,981 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $118,488 | 12,659 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $104,774 | 10,637 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||