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 Q2	$475K	Hold	49,635	–	–	0.01%	297
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avantax Planning Partners's BDJ Position: Q2 2026 in Review

Avantax Planning Partners held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 49,635 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #297.

Avantax Planning Partners first reported a position in BDJ in Q1 2018 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Avantax Planning Partners held 49,635 shares of BlackRock Enhanced Equity Dividend Trust worth $475K as of Q2 2026.
Avantax Planning Partners left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #297 holding.
Avantax Planning Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2018 and has held it in 11 quarters since.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.