AAS
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Ameritas Advisory Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Ameritas Advisory Services’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 		$300K Buy
31,337
+4,657
+17% +$42.7K 0.01% 956
2026
Q1 		$230K Buy
26,680
+46
+0.2% +$429 0.01% 876
2025
Q4 		$252K Sell
26,634
-3,005
-10% -$27.4K 0.01% 824
2025
Q3 		$270K Buy
29,639
+8,720
+42% +$77.9K 0.02% 542
2025
Q2 		$186K Sell
20,919
-8,964
-30% -$75.3K 0.01% 759
2025
Q1 		$247K Hold
29,883
– – 0.01% 754
2024
Q4 		$247K Sell
29,883
-859
-3% -$7.47K 0.01% 775
2024
Q3 		$266K Buy
30,742
+7,092
+30% +$59.4K 0.01% 716
2024
Q2 		$193K Buy
23,650
+26
+0.1% +$211 0.01% 857
2024
Q1 		$190K Buy
+23,624
New +$188K 0.01% 830
2023
Q4 		– Sell
-23,517
Closed -$174K – 689
2023
Q3 		$174K Sell
23,517
-1,055
-4% -$8.43K 0.01% 763
2023
Q2 		$203K Sell
24,572
-1,391
-5% -$11.6K 0.03% 517
2023
Q1 		$223K Sell
25,963
-24,145
-48% -$215K 0.01% 734
2022
Q4 		$451K Buy
50,108
+20,942
+72% +$185K 0.02% 569
2022
Q3 		$237K Buy
29,166
+30
+0.1% +$277 0.01% 662
2022
Q2 		$257K Buy
29,136
+1,807
+7% +$16.9K 0.01% 671
2022
Q1 		$271K Buy
27,329
+1,025
+4% +$10K 0.01% 691
2021
Q4 		$265K Buy
+26,304
New +$265K 0.01% 686

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Advisory Services's BDJ Position: Q2 2026 in Review

Ameritas Advisory Services increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 17% in Q2 2026, buying an estimated $42.7K and bringing the position to 31,337 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #956.

Ameritas Advisory Services first reported a position in BDJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $451K in Q4 2022. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Ameritas Advisory Services held 31,337 shares of BlackRock Enhanced Equity Dividend Trust worth $300K as of Q2 2026.
  • Ameritas Advisory Services bought 4,657 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $42.7K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #956 holding.
  • Ameritas Advisory Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's BlackRock Enhanced Equity Dividend Trust position peaked at $451K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.