DECISION INVESTMENTS, INC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 2111652
SAN DIEGO, CA
Position in EVV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$114,345
-$6,557 QoQ
Shares Held
12,100
-0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DECISION INVESTMENTS, INC holds $10,240,573 across 56 Asset Management names. EVV ranks #43 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
32,747 | $526,244 | |
| 2 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
19,277 | $412,720 | |
| 3 | MIN |
Mfs Intermediate Income Trust
|
163,000 | $409,130 | |
| 4 | ASA |
ASA Gold & Precious Metals Ltd
|
6,302 | $390,913 | |
| 5 | BGR |
BlackRock Energy & Resources Trust
|
21,070 | $364,721 | |
| 6 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
42,010 | $350,783 | |
| 7 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
26,126 | $314,818 | |
| 8 | HQL |
abrdn Life Sciences Investors
|
17,704 | $288,044 |
All Filings in EVV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,345 | 12,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $120,902 | 12,200 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||