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Capital A Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Capital A 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
Q2 		– Sell
-559
Closed -$4.81K – 461
2025
Q1 		$4.81K Sell
559
-70
-11% -$610 0.01% 382
2024
Q4 		$5.21K Buy
+629
New +$5.47K 0.01% 370

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Capital A Wealth Management's BDJ Position: Q2 2025 in Review

Capital A Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2025, closing a stake of 559 shares — an estimated $4.81K sold.

Capital A Wealth Management first reported a position in BDJ in Q4 2024 and held it in 2 quarters. The position peaked at $5.21K in Q4 2024. 207 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

  • Capital A Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 559 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $4.81K.
  • Capital A Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $5.21K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.