Beacon Pointe Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Beacon Pointe Advisors’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	$331K	Buy	+34,553	New	+$317K	﹤0.01%	1550
2024 Q2	–	Sell	-11,300	Closed	-$93.2K	–	1278
2024 Q1	$93.2K	Hold	11,300	–	–	﹤0.01%	1311
2023 Q4	$86.9K	Hold	11,300	–	–	﹤0.01%	1282
2023 Q3	$86K	Hold	11,300	–	–	﹤0.01%	1294
2023 Q2	$94.2K	Hold	11,300	–	–	﹤0.01%	1052
2023 Q1	$97.1K	Buy	+11,300	New	+$101K	﹤0.01%	1101

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

Beacon Pointe Advisors's BDJ Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 34,553 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in BDJ as recently as Q1 2024.

Beacon Pointe Advisors first reported a position in BDJ in Q1 2023 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Beacon Pointe Advisors held 34,553 shares of BlackRock Enhanced Equity Dividend Trust worth $331K as of Q2 2026.
BlackRock Enhanced Equity Dividend Trust was a new Beacon Pointe Advisors position in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1550 holding.
Beacon Pointe Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2023 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.