AWM
BOE icon

Axxcess Wealth Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Axxcess Wealth Management’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
2026
Q2 		$146K Buy
+12,088
New +$142K ﹤0.01% 1024
2026
Q1 		– Sell
-11,956
Closed -$140K – 452
2025
Q4 		$140K Buy
11,956
+57
+0.5% +$661 ﹤0.01% 1014
2025
Q3 		$138K Sell
11,899
-1,055
-8% -$12.1K ﹤0.01% 910
2025
Q2 		$147K Buy
12,954
+69
+0.5% +$751 ﹤0.01% 858
2025
Q1 		$140K Buy
12,885
+67
+0.5% +$746 ﹤0.01% 827
2024
Q4 		$138K Buy
12,818
+55
+0.4% +$616 ﹤0.01% 835
2024
Q3 		$144K Sell
12,763
-130
-1% -$1.42K ﹤0.01% 858
2024
Q2 		$137K Buy
12,893
+52
+0.4% +$537 ﹤0.01% 814
2024
Q1 		$134K Sell
12,841
-1,530
-11% -$15.5K ﹤0.01% 841
2023
Q4 		$143K Buy
14,371
+777
+6% +$7.46K ﹤0.01% 803
2023
Q3 		$128K Buy
13,594
+65
+0.5% +$643 ﹤0.01% 762
2023
Q2 		$136K Buy
13,529
+63
+0.5% +$629 0.01% 567
2023
Q1 		$134K Buy
13,466
+61
+0.5% +$612 0.01% 609
2022
Q4 		$128K Sell
13,405
-1,136
-8% -$10.7K 0.01% 587
2022
Q3 		$128K Sell
14,541
-1,142
-7% -$11.3K 0.01% 517
2022
Q2 		$153K Sell
15,683
-2,841
-15% -$29.8K 0.01% 508
2022
Q1 		$210K Buy
18,524
+50
+0.3% +$576 0.02% 576
2021
Q4 		$225K Buy
+18,474
New +$223K 0.02% 562

Other funds holding BOE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

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

Axxcess Wealth Management opened a new position in BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2026: 12,088 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BOE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $225K in Q4 2021. 45 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Axxcess Wealth Management held 12,088 shares of BlackRock Enhanced Global Dividend Trust worth $146K as of Q2 2026.
  • BlackRock Enhanced Global Dividend Trust was a new Axxcess Wealth Management position in Q2 2026.
  • BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • Axxcess Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $225K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

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