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Cape Investment Advisory’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Cape Investment Advisory’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
Q1 		$89.6K Buy
10,393
+1,100
+12% +$10.3K 0.03% 225
2025
Q4 		$88.1K Buy
+9,293
New +$84.6K 0.03% 321
2025
Q3 		– Sell
-9,293
Closed -$82.6K – 888
2025
Q2 		$82.6K Hold
9,293
– – 0.03% 293
2025
Q1 		$79.9K Hold
9,293
– – 0.03% 277
2024
Q4 		$76.9K Sell
9,293
-1,062
-10% -$9.24K 0.03% 268
2024
Q3 		$89.6K Buy
10,355
+84
+0.8% +$704 0.04% 247
2024
Q2 		$83.9K Buy
10,271
+87
+0.9% +$708 0.04% 239
2024
Q1 		$84K Buy
10,184
+87
+0.9% +$694 0.04% 238
2023
Q4 		$77.6K Buy
10,097
+146
+1% +$1.1K 0.04% 275
2023
Q3 		$75.7K Buy
9,951
+80
+0.8% +$639 0.04% 236
2023
Q2 		$82.3K Buy
9,871
+77
+0.8% +$640 0.05% 217
2023
Q1 		$84.1K Buy
+9,794
New +$87.3K 0.05% 206

Other funds holding BDJ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return