Allen Mooney & Barnes Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$95.7K	Sell	10,000 -3,675	-27%	-$33.7K	0.01%	151
2026 Q1	$118K	Buy	13,675 +73	+0.5%	+$681	0.02%	159
2025 Q4	$129K	Buy	13,602 +112	+0.8%	+$1.02K	0.02%	161
2025 Q3	$123K	Buy	13,490 +71	+0.5%	+$634	0.02%	156
2025 Q2	$119K	Buy	13,419 +73	+0.5%	+$614	0.02%	152
2025 Q1	$115K	Buy	13,346 +70	+0.5%	+$610	0.02%	153
2024 Q4	$110K	Buy	13,276 +65	+0.5%	+$565	0.02%	148
2024 Q3	$114K	Buy	13,211 +63	+0.5%	+$528	0.02%	153
2024 Q2	$107K	Sell	13,148 -14,841	-53%	-$121K	0.02%	149
2024 Q1	$227K	Sell	27,989 -18,392	-40%	-$147K	0.04%	149
2023 Q4	$357K	Buy	46,381 +34,171	+280%	+$257K	0.07%	121
2023 Q3	$92.9K	Buy	+12,210	New	+$97.6K	0.02%	147

Other funds holding BDJ

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BDJ Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 27% in Q2 2026, selling an estimated $33.7K and leaving 10,000 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #151.

Allen Mooney & Barnes Investment Advisors first reported a position in BDJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $357K in Q4 2023. 120 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 10,000 shares of BlackRock Enhanced Equity Dividend Trust worth $95.7K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 3,675 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $33.7K.
BlackRock Enhanced Equity Dividend Trust made up 0.01% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #151 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2023 and has held it in 12 quarters since.
Allen Mooney & Barnes Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $357K in Q4 2023.
120 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.