Action Point Financial Planning’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Action Point Financial Planning’s Portfolio BDJ Stock Details BDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116K	Buy	+12,076	New	+$111K	0.01%	564

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's BDJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 12,076 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings.

217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Action Point Financial Planning held 12,076 shares of BlackRock Enhanced Equity Dividend Trust worth $116K as of Q2 2026.
BlackRock Enhanced Equity Dividend Trust was a new Action Point Financial Planning position in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #564 holding.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.