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Atria Investments’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Atria Investments’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
2025
Q4 		– Sell
-11,701
Closed -$107K – 2027
2025
Q3 		$107K Buy
+11,701
New +$105K ﹤0.01% 1990

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

Atria Investments's BDJ Position: Q4 2025 in Review

Atria Investments sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2025, closing a stake of 11,701 shares — an estimated $107K sold.

Atria Investments first reported a position in BDJ in Q3 2025 and held it in 1 quarter. The position peaked at $107K in Q3 2025. 203 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

  • Atria Investments reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 11,701 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $107K.
  • Atria Investments first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2025 and held it in 1 quarter.
  • Atria Investments's BlackRock Enhanced Equity Dividend Trust position peaked at $107K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.