AWA
BOE icon

Arkadios Wealth Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Arkadios Wealth Advisors’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$908K Buy
75,128
+84
+0.1% +$988 0.01% 846
2026
Q1 		$822K Buy
75,044
+84
+0.1% +$981 0.01% 884
2025
Q4 		$878K Buy
74,960
+82
+0.1% +$950 0.02% 756
2025
Q3 		$866K Buy
74,878
+81
+0.1% +$930 0.02% 696
2025
Q2 		$849K Buy
74,797
+82
+0.1% +$892 0.03% 630
2025
Q1 		$811K Buy
74,715
+3,630
+5% +$40.4K 0.03% 527
2024
Q4 		$766K Buy
71,085
+46,196
+186% +$517K 0.04% 400
2024
Q3 		$280K Hold
24,889
– – 0.02% 733
2024
Q2 		$264K Hold
24,889
– – 0.02% 674
2024
Q1 		$260K Hold
24,889
– – 0.02% 584
2023
Q4 		$247K Sell
24,889
-52,196
-68% -$501K 0.02% 590
2023
Q3 		$727K Hold
77,085
– – 0.07% 268
2023
Q2 		$776K Hold
77,085
– – 0.09% 222
2023
Q1 		$765K Hold
77,085
– – 0.09% 229
2022
Q4 		$737K Buy
77,085
+17,713
+30% +$166K 0.1% 217
2022
Q3 		$523K Buy
59,372
+39,375
+197% +$389K 0.08% 264
2022
Q2 		$195K Buy
19,997
+763
+4% +$8.02K 0.03% 513
2022
Q1 		$218K Sell
19,234
-983
-5% -$11.3K 0.03% 511
2021
Q4 		$246K Sell
20,217
-615
-3% -$7.41K 0.03% 494
2021
Q3 		$243K Sell
20,832
-4,367
-17% -$54.2K 0.04% 458
2021
Q2 		$316K Buy
25,199
+24,348
+2,861% +$296K 0.04% 438
2021
Q1 		$9K Sell
851
-136
-14% -$1.51K ﹤0.01% 1214
2020
Q4 		$10K Buy
+987
New +$10.1K ﹤0.01% 946

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arkadios Wealth Advisors's BOE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its BlackRock Enhanced Global Dividend Trust (BOE) stake by 0.11% in Q2 2026, buying an estimated $988 and bringing the position to 75,128 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #846.

Arkadios Wealth Advisors first reported a position in BOE in Q4 2020 and has held it in 23 quarters since. 114 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Arkadios Wealth Advisors held 75,128 shares of BlackRock Enhanced Global Dividend Trust worth $908K as of Q2 2026.
  • Arkadios Wealth Advisors bought 84 BlackRock Enhanced Global Dividend Trust shares in Q2 2026, an estimated $988.
  • BlackRock Enhanced Global Dividend Trust made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #846 holding.
  • Arkadios Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2020 and has held it in 23 quarters since.
  • 114 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.