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

Atria Wealth Solutions’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 Q2	$185K	Sell	20,818 -42,916	-67%	-$361K	﹤0.01%	1402
2025 Q1	$548K	Sell	63,734 -2,294	-3%	-$20K	0.01%	1158
2024 Q4	$547K	Buy	66,028 +974	+1%	+$8.47K	0.01%	1229
2024 Q3	$563K	Sell	65,054 -33,618	-34%	-$282K	0.01%	1189
2024 Q2	$806K	Sell	98,672 -8,181	-8%	-$66.5K	0.01%	997
2024 Q1	$882K	Sell	106,853 -23,731	-18%	-$189K	0.01%	967
2023 Q4	$1M	Sell	130,584 -106,076	-45%	-$799K	0.01%	860
2023 Q3	$1.8M	Buy	236,660 +17,937	+8%	+$143K	0.03%	596
2023 Q2	$1.82M	Buy	218,723 +16,792	+8%	+$140K	0.02%	598
2023 Q1	$1.73M	Buy	201,931 +44,176	+28%	+$394K	0.03%	586
2022 Q4	$1.42M	Buy	157,755 +147,273	+1,405%	+$1.3M	0.02%	621
2022 Q3	$85K	Buy	+10,482	New	+$96.8K	﹤0.01%	1657

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Atria Wealth Solutions's BDJ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 67% in Q2 2025, selling an estimated $361K and leaving 20,818 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Atria Wealth Solutions first reported a position in BDJ in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.82M in Q2 2023. 207 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

Atria Wealth Solutions held 20,818 shares of BlackRock Enhanced Equity Dividend Trust worth $185K as of Q2 2025.
Atria Wealth Solutions sold 42,916 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $361K.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1402 holding.
Atria Wealth Solutions first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's BlackRock Enhanced Equity Dividend Trust position peaked at $1.82M in Q2 2023.
207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.