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

Aurora 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 Q2	$198K	Buy	20,663 +611	+3%	+$5.6K	0.13%	174
2026 Q1	$190K	Hold	20,052	–	–	0.14%	164
2025 Q4	$190K	Buy	+20,052	New	+$183K	0.12%	160
2025 Q2	$175K	Buy	19,657 +329	+2%	+$2.77K	0.13%	158
2025 Q1	$166K	Buy	19,328 +198	+1%	+$1.73K	0.13%	148
2024 Q4	$158K	Sell	19,130 -1,822	-9%	-$15.8K	0.12%	152
2024 Q3	$181K	Sell	20,952 -205	-1%	-$1.72K	0.14%	148
2024 Q2	$173K	Buy	21,157 +288	+1%	+$2.34K	0.15%	139
2024 Q1	$171K	Sell	20,869 -415	-2%	-$3.31K	0.15%	150
2023 Q4	$164K	Buy	21,284 +138	+0.7%	+$1.04K	0.15%	154
2023 Q3	$161K	Sell	21,146 -220	-1%	-$1.76K	0.18%	126
2023 Q2	$178K	Buy	21,366 +43	+0.2%	+$357	0.2%	128
2023 Q1	$183K	Buy	21,323 +134	+0.6%	+$1.19K	0.2%	143
2022 Q4	$191K	Sell	21,189 -1,199	-5%	-$10.6K	0.22%	136
2022 Q3	$182K	Sell	22,388 -1,068	-5%	-$9.86K	0.08%	165
2022 Q2	$207K	Buy	23,456 +1,127	+5%	+$10.5K	0.09%	164
2022 Q1	$221K	Sell	22,329 -3,274	-13%	-$32K	0.09%	174
2021 Q4	$258K	Sell	25,603 -100,565	-80%	-$1.01M	0.11%	157
2021 Q3	$1.24M	Buy	126,168 +15	+0%	+$151	0.5%	39
2021 Q2	$1.28M	Buy	126,153 +1,980	+2%	+$19.9K	0.51%	42
2021 Q1	$1.18M	Sell	124,173 -10,388	-8%	-$91.7K	0.49%	36
2020 Q4	$1.14M	Sell	134,561 -4,935	-4%	-$38.7K	0.48%	42
2020 Q3	$1.02M	Buy	139,496 +8,950	+7%	+$66.7K	0.44%	45
2020 Q2	$958K	Sell	130,546 -56,134	-30%	-$400K	0.44%	42
2020 Q1	$1.22M	Buy	186,680 +68,054	+57%	+$581K	0.43%	53
2019 Q4	$1.18M	Buy	+118,626	New	+$1.12M	0.42%	44

Other funds holding BDJ

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Aurora Private Wealth's BDJ Position: Q2 2026 in Review

Aurora Private Wealth increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 3% in Q2 2026, buying an estimated $5.6K and bringing the position to 20,663 shares worth $198K. The position accounts for 0.13% of the portfolio, ranked #174.

Aurora Private Wealth first reported a position in BDJ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q2 2021. 59 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Aurora Private Wealth held 20,663 shares of BlackRock Enhanced Equity Dividend Trust worth $198K as of Q2 2026.
Aurora Private Wealth bought 611 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $5.6K.
BlackRock Enhanced Equity Dividend Trust made up 0.13% of Aurora Private Wealth's portfolio in Q2 2026, its #174 holding.
Aurora Private Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and has held it in 26 quarters since.
Aurora Private Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $1.28M in Q2 2021.
59 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.