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Ashton Thomas Private Wealth’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Ashton Thomas Private Wealth’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 		– Sell
-13,811
Closed -$131K – 1507
2025
Q4 		$131K Buy
13,811
+439
+3% +$4K ﹤0.01% 984
2025
Q3 		$122K Buy
13,372
+273
+2% +$2.44K ﹤0.01% 955
2025
Q2 		$116K Buy
13,099
+282
+2% +$2.37K ﹤0.01% 816
2025
Q1 		$110K Buy
12,817
+269
+2% +$2.34K ﹤0.01% 791
2024
Q4 		$104K Sell
12,548
-5,120
-29% -$44.5K ﹤0.01% 758
2024
Q3 		$153K Buy
17,668
+346
+2% +$2.9K 0.01% 609
2024
Q2 		$142K Buy
17,322
+356
+2% +$2.9K 0.01% 664
2024
Q1 		$140K Buy
16,966
+233
+1% +$1.86K 0.01% 589
2023
Q4 		$129K Hold
16,733
– – 0.01% 571
2023
Q3 		$127K Hold
16,733
– – 0.01% 549
2023
Q2 		$140K Hold
16,733
– – 0.01% 559
2023
Q1 		$144K Buy
+16,733
New +$149K 0.01% 485

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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