Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Bartlett & Co 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
2025
Q1 		– Sell
-193
Closed -$1.6K – 1232
2024
Q4 		$1.6K Buy
+193
New +$1.68K ﹤0.01% 1048

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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

Bartlett & Co Wealth Management's BDJ Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2025, closing a stake of 193 shares — an estimated $1.6K sold.

Bartlett & Co Wealth Management first reported a position in BDJ in Q4 2024 and held it in 1 quarter. The position peaked at $1.6K in Q4 2024. 210 funds tracked by Wall St. Rank hold BDJ as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 193 BlackRock Enhanced Equity Dividend Trust shares in Q1 2025, an estimated $1.6K.
  • Bartlett & Co Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $1.6K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.