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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
Q3 		$197K Buy
20,985
+322
+2% +$3.13K 0.12% 163
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% +$2.76K 0.13% 158
2025
Q1 		$166K Buy
19,328
+198
+1% +$1.72K 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% -$9.9K 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

Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Aurora Private Wealth's BDJ Position: Q3 2026 in Review

Aurora Private Wealth increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1.6% in Q3 2026, buying an estimated $3.13K and bringing the position to 20,985 shares worth $197K. The position accounts for 0.12% of the portfolio, ranked #163.

Aurora Private Wealth first reported a position in BDJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q2 2021. 113 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Aurora Private Wealth held 20,985 shares of BlackRock Enhanced Equity Dividend Trust worth $197K as of Q3 2026.
  • Aurora Private Wealth bought 322 BlackRock Enhanced Equity Dividend Trust shares in Q3 2026, an estimated $3.13K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.12% of Aurora Private Wealth's portfolio in Q3 2026, its #163 holding.
  • Aurora Private Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $1.28M in Q2 2021.
  • 113 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.