Centurion Wealth Management
BDJ icon

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

Centurion 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
2026
Q3 		$960K Sell
102,077
-3,940
-4% -$38.3K 0.23% 99
2026
Q2 		$1.01M Sell
106,017
-7,342
-6% -$67.3K 0.24% 96
2026
Q1 		$977K Buy
113,359
+99
+0.1% +$924 0.22% 92
2025
Q4 		$1.07M Sell
113,260
-444
-0.4% -$4.04K 0.24% 84
2025
Q3 		$1.04M Buy
113,704
+89
+0.1% +$795 0.24% 82
2025
Q2 		$1.01M Buy
113,615
+2,510
+2% +$21.1K 0.29% 71
2025
Q1 		$920K Hold
111,105
– – 0.29% 64
2024
Q4 		$920K Sell
111,105
-22,249
-17% -$194K 0.29% 64
2024
Q3 		$1.15M Buy
+133,354
New +$1.12M 0.37% 58
2024
Q1 		$1.27M Buy
153,836
+3,840
+3% +$30.6K 0.5% 40
2023
Q4 		$1.15M Sell
149,996
-689
-0.5% -$5.19K 0.49% 39
2023
Q3 		$1.15M Buy
150,685
+149
+0.1% +$1.19K 0.56% 39
2023
Q2 		$1.26M Buy
150,536
+4,186
+3% +$34.8K 0.61% 36
2023
Q1 		$1.26M Sell
146,350
-495
-0.3% -$4.41K 0.64% 34
2022
Q4 		$1.32M Buy
+146,845
New +$1.3M 0.75% 31

Other funds holding BDJ

Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Centurion Wealth Management's BDJ Position: Q3 2026 in Review

Centurion Wealth Management reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 3.7% in Q3 2026, selling an estimated $38.3K and leaving 102,077 shares worth $960K. The position accounts for 0.23% of the portfolio, ranked #99.

Centurion Wealth Management first reported a position in BDJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2022. 62 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Centurion Wealth Management held 102,077 shares of BlackRock Enhanced Equity Dividend Trust worth $960K as of Q3 2026.
  • Centurion Wealth Management sold 3,940 BlackRock Enhanced Equity Dividend Trust shares in Q3 2026, an estimated $38.3K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.23% of Centurion Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Centurion Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $1.32M in Q4 2022.
  • 62 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.