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Capital Advisors Ltd’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Capital Advisors Ltd’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 		$24K Buy
2,501
+49
+2% +$449 ﹤0.01% 649
2026
Q1 		$21K Buy
2,452
+49
+2% +$457 ﹤0.01% 655
2025
Q4 		$23K Buy
2,403
+76
+3% +$692 ﹤0.01% 622
2025
Q3 		$21K Buy
2,327
+48
+2% +$429 ﹤0.01% 632
2025
Q2 		$20K Buy
2,279
+49
+2% +$412 ﹤0.01% 624
2025
Q1 		$19K Hold
2,230
– – ﹤0.01% 615
2024
Q4 		$18K Hold
2,230
– – ﹤0.01% 634
2024
Q3 		$19K Hold
2,230
– – ﹤0.01% 618
2024
Q2 		$18K Hold
2,230
– – ﹤0.01% 607
2024
Q1 		$18K Hold
2,230
– – ﹤0.01% 600
2023
Q4 		$17K Hold
2,230
– – ﹤0.01% 585
2023
Q3 		$17K Hold
2,230
– – ﹤0.01% 580
2023
Q2 		$19K Hold
2,230
– – ﹤0.01% 575
2023
Q1 		$19K Hold
2,230
– – ﹤0.01% 465
2022
Q4 		$20K Hold
2,230
– – ﹤0.01% 460
2022
Q3 		$18K Hold
2,230
– – ﹤0.01% 460
2022
Q2 		$20K Hold
2,230
– – ﹤0.01% 434
2022
Q1 		$22K Hold
2,230
– – ﹤0.01% 432
2021
Q4 		$22K Hold
2,230
– – ﹤0.01% 423
2021
Q3 		$22K Hold
2,230
– – ﹤0.01% 374
2021
Q2 		$23K Hold
2,230
– – ﹤0.01% 357
2021
Q1 		$21K Hold
2,230
– – ﹤0.01% 348
2020
Q4 		$19K Hold
2,230
– – ﹤0.01% 344
2020
Q3 		$16K Buy
+2,230
New +$16.6K ﹤0.01% 346

Other funds holding BDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Capital Advisors Ltd's BDJ Position: Q2 2026 in Review

Capital Advisors Ltd increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2% in Q2 2026, buying an estimated $449 and bringing the position to 2,501 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Capital Advisors Ltd first reported a position in BDJ in Q3 2020 and has held it in 24 quarters since. 26 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Capital Advisors Ltd held 2,501 shares of BlackRock Enhanced Equity Dividend Trust worth $24K as of Q2 2026.
  • Capital Advisors Ltd bought 49 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $449.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #649 holding.
  • Capital Advisors Ltd first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2020 and has held it in 24 quarters since.
  • 26 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.