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Avantax Advisory Services’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Avantax Advisory Services’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$457K Buy
40,257
+4,027
+11% +$43.8K ﹤0.01% 1634
2025
Q1 		$393K Sell
36,230
-4,195
-10% -$46.7K ﹤0.01% 1670
2024
Q4 		$435K Sell
40,425
-10,567
-21% -$118K ﹤0.01% 1537
2024
Q3 		$574K Buy
50,992
+1,297
+3% +$14.1K ﹤0.01% 1321
2024
Q2 		$527K Sell
49,695
-7,017
-12% -$72.5K ﹤0.01% 1334
2024
Q1 		$593K Sell
56,712
-27,116
-32% -$275K 0.01% 962
2023
Q4 		$832K Buy
83,828
+640
+0.8% +$6.15K 0.01% 784
2023
Q3 		$784K Sell
83,188
-70,129
-46% -$694K 0.01% 769
2023
Q2 		$1.54M Sell
153,317
-21,128
-12% -$211K 0.02% 542
2023
Q1 		$1.73M Sell
174,445
-1,750
-1% -$17.6K 0.02% 483
2022
Q4 		$1.68M Sell
176,195
-54,880
-24% -$515K 0.02% 468
2022
Q3 		$2.04M Buy
231,075
+3,052
+1% +$30.1K 0.03% 367
2022
Q2 		$2.23M Sell
228,023
-30,910
-12% -$325K 0.03% 350
2022
Q1 		$2.93M Buy
258,933
+247,115
+2,091% +$2.85M 0.04% 302
2021
Q4 		$144K Buy
+11,818
New +$142K ﹤0.01% 1200
2020
Q4 		– Sell
-11,850
Closed -$113K – 980
2020
Q3 		$113K Buy
+11,850
New +$115K ﹤0.01% 1291

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's BOE Position: Q2 2025 in Review

Avantax Advisory Services increased its BlackRock Enhanced Global Dividend Trust (BOE) stake by 11% in Q2 2025, buying an estimated $43.8K and bringing the position to 40,257 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Avantax Advisory Services first reported a position in BOE in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.93M in Q1 2022. 103 funds tracked by Wall St. Rank hold BOE as of Q2 2025.

  • Avantax Advisory Services held 40,257 shares of BlackRock Enhanced Global Dividend Trust worth $457K as of Q2 2025.
  • Avantax Advisory Services bought 4,027 BlackRock Enhanced Global Dividend Trust shares in Q2 2025, an estimated $43.8K.
  • BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1634 holding.
  • Avantax Advisory Services first reported a position in BlackRock Enhanced Global Dividend Trust in Q3 2020 and has held it in 16 quarters since.
  • Avantax Advisory Services's BlackRock Enhanced Global Dividend Trust position peaked at $2.93M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.