Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Carson Wealth (CWM LLC)’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 		$176K Sell
20,433
-25,000
-55% -$233K ﹤0.01% 2833
2025
Q4 		$431K Buy
45,433
+38,000
+511% +$346K ﹤0.01% 2010
2025
Q3 		$68K Hold
7,433
– – ﹤0.01% 3266
2025
Q2 		$66K Hold
7,433
– – ﹤0.01% 3052
2025
Q1 		$64K Hold
7,433
– – ﹤0.01% 2761
2024
Q4 		$62K Sell
7,433
-900
-11% -$7.83K ﹤0.01% 2627
2024
Q3 		$72K Hold
8,333
– – ﹤0.01% 2410
2024
Q2 		$68K Buy
8,333
+2,065
+33% +$16.8K ﹤0.01% 2242
2024
Q1 		$52K Sell
6,268
-285
-4% -$2.27K ﹤0.01% 2266
2023
Q4 		$50K Hold
6,553
– – ﹤0.01% 2182
2023
Q3 		$50K Hold
6,553
– – ﹤0.01% 2057
2023
Q2 		$55K Buy
6,553
+4,375
+201% +$36.4K ﹤0.01% 1902
2023
Q1 		$19K Sell
2,178
-2,503
-53% -$22.3K ﹤0.01% 2534
2022
Q4 		$42K Buy
4,681
+3,495
+295% +$30.9K ﹤0.01% 1839
2022
Q3 		$10K Sell
1,186
-700
-37% -$6.46K ﹤0.01% 2659
2022
Q2 		$17K Buy
1,886
+893
+90% +$8.36K ﹤0.01% 2212
2022
Q1 		$10K Sell
993
-876
-47% -$8.56K ﹤0.01% 2461
2021
Q4 		$19K Buy
+1,869
New +$18.8K ﹤0.01% 2010
2021
Q2 		$57K Hold
5,635
– – ﹤0.01% 1335
2021
Q1 		$57K Hold
5,635
– – ﹤0.01% 1335
2020
Q4 		$57K Hold
5,635
– – ﹤0.01% 1335
2020
Q3 		$57K Hold
5,635
– – ﹤0.01% 1335
2020
Q2 		$57K Hold
5,635
– – ﹤0.01% 1335
2020
Q1 		$57K Hold
5,635
– – ﹤0.01% 1335
2019
Q4 		$57K Hold
5,635
– – ﹤0.01% 1335
2019
Q3 		$57K Hold
5,635
– – ﹤0.01% 1335
2019
Q2 		$57K Hold
5,635
– – ﹤0.01% 1335
2019
Q1 		$57K Sell
5,635
-289,823
-98% -$2.45M ﹤0.01% 1335
2018
Q4 		$2.3M Buy
+295,458
New +$2.51M 0.06% 270
2016
Q3 		– Sell
-1,342
Closed -$11K – 986
2016
Q2 		$11K Buy
+1,342
New +$10.3K ﹤0.01% 543

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BDJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 55% in Q1 2026, selling an estimated $233K and leaving 20,433 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Carson Wealth (CWM LLC) first reported a position in BDJ in Q2 2016 and has held it in 30 quarters since. The position peaked at $2.3M in Q4 2018. 218 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,433 shares of BlackRock Enhanced Equity Dividend Trust worth $176K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 25,000 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $233K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2833 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2016 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Enhanced Equity Dividend Trust position peaked at $2.3M in Q4 2018.
  • 218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.