Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWA
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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
SCM
Saba Capital Management
New York
$3.12B AUM
13%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close