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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
Q3 		$97.7K Hold
10,393
– – 0.03% 355
2026
Q2 		$99.5K Hold
10,393
– – 0.03% 348
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

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Cape Investment Advisory's BDJ Position: Q3 2026 in Review

Cape Investment Advisory held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2026 at 10,393 shares worth $97.7K. The position accounts for 0.03% of the portfolio, ranked #355.

Cape Investment Advisory first reported a position in BDJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $99.5K in Q2 2026. 29 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Cape Investment Advisory held 10,393 shares of BlackRock Enhanced Equity Dividend Trust worth $97.7K as of Q3 2026.
  • Cape Investment Advisory left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2026.
  • BlackRock Enhanced Equity Dividend Trust made up 0.03% of Cape Investment Advisory's portfolio in Q3 2026, its #355 holding.
  • Cape Investment Advisory first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's BlackRock Enhanced Equity Dividend Trust position peaked at $99.5K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.