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Axxcess Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Axxcess Wealth Management’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 		$173K Buy
+18,111
New +$166K ﹤0.01% 1020
2026
Q1 		– Sell
-17,942
Closed -$170K – 435
2025
Q4 		$170K Sell
17,942
-126
-0.7% -$1.15K ﹤0.01% 1005
2025
Q3 		$165K Sell
18,068
-20,885
-54% -$187K ﹤0.01% 905
2025
Q2 		$346K Buy
38,953
+89
+0.2% +$748 0.01% 682
2025
Q1 		$334K Buy
38,864
+19,742
+103% +$172K 0.01% 652
2024
Q4 		$158K Buy
19,122
+64
+0.3% +$557 ﹤0.01% 831
2024
Q3 		$165K Buy
19,058
+75
+0.4% +$628 ﹤0.01% 857
2024
Q2 		$155K Buy
18,983
+79
+0.4% +$643 ﹤0.01% 811
2024
Q1 		$156K Sell
18,904
-1,129
-6% -$9K ﹤0.01% 836
2023
Q4 		$154K Sell
20,033
-328
-2% -$2.47K ﹤0.01% 800
2023
Q3 		$155K Sell
20,361
-16
-0.1% -$128 0.01% 755
2023
Q2 		$170K Buy
20,377
+79
+0.4% +$657 0.01% 560
2023
Q1 		$174K Sell
20,298
-63
-0.3% -$562 0.01% 600
2022
Q4 		$183K Buy
20,361
+241
+1% +$2.13K 0.02% 568
2022
Q3 		$163K Sell
20,120
-1,527
-7% -$14.1K 0.02% 511
2022
Q2 		$191K Sell
21,647
-2,938
-12% -$27.5K 0.02% 501
2022
Q1 		$243K Sell
24,585
-172
-0.7% -$1.68K 0.02% 534
2021
Q4 		$250K Buy
+24,757
New +$249K 0.02% 532

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axxcess Wealth Management's BDJ Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 18,111 shares worth $173K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BDJ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BDJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $346K in Q2 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Axxcess Wealth Management held 18,111 shares of BlackRock Enhanced Equity Dividend Trust worth $173K as of Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust was a new Axxcess Wealth Management position in Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • Axxcess Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $346K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.