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
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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's BDJ Position: Q1 2026 in Review

Ameritas Advisory Services increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.17% in Q1 2026, buying an estimated $429 and bringing the position to 26,680 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #876.

Ameritas Advisory Services first reported a position in BDJ in Q4 2021 and has held it in 17 quarters since. The position peaked at $451K in Q4 2022. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Ameritas Advisory Services held 26,680 shares of BlackRock Enhanced Equity Dividend Trust worth $230K as of Q1 2026.
  • Ameritas Advisory Services bought 46 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $429.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #876 holding.
  • Ameritas Advisory Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and has held it in 17 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 Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.