Avantax Planning Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Avantax Planning Partners’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 Q1	$428K	Hold	49,635	–	–	0.01%	298
2025 Q4	$471K	Hold	49,635	–	–	0.01%	281
2025 Q3	$452K	Hold	49,635	–	–	0.01%	287
2025 Q2	$441K	Hold	49,635	–	–	0.01%	283
2025 Q1	$427K	Hold	49,635	–	–	0.02%	284
2024 Q4	$411K	Hold	49,635	–	–	0.01%	284
2024 Q3	$429K	Hold	49,635	–	–	0.02%	281
2024 Q2	$406K	Buy	49,635 +678	+1%	+$5.51K	0.01%	321
2024 Q1	$404K	Buy	+48,957	New	+$390K	0.01%	317
2018 Q2	–	Sell	-1,719	Closed	-$15K	–	363
2018 Q1	$15K	Buy	+1,719	New	+$15.8K	﹤0.01%	881

Other funds holding BDJ

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return