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CFO4Life Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

CFO4Life Group’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 		$228K Buy
26,459
+523
+2% +$4.88K 0.03% 190
2025
Q4 		$246K Buy
25,936
+811
+3% +$7.39K 0.04% 203
2025
Q3 		$229K Buy
25,125
+511
+2% +$4.56K 0.03% 204
2025
Q2 		$219K Buy
24,614
+528
+2% +$4.44K 0.03% 208
2025
Q1 		$207K Buy
24,086
+503
+2% +$4.38K 0.03% 201
2024
Q4 		$195K Sell
23,583
-5,636
-19% -$49K 0.03% 204
2024
Q3 		$253K Buy
29,219
+449
+2% +$3.76K 0.04% 175
2024
Q2 		$235K Buy
28,770
+461
+2% +$3.75K 0.04% 170
2024
Q1 		$234K Buy
28,309
+458
+2% +$3.65K 0.04% 167
2023
Q4 		$214K Buy
27,851
+775
+3% +$5.84K 0.04% 167
2023
Q3 		$206K Buy
27,076
+286
+1% +$2.29K 0.05% 147
2023
Q2 		$223K Buy
26,790
+415
+2% +$3.45K 0.05% 147
2023
Q1 		$227K Buy
26,375
+377
+1% +$3.36K 0.05% 143
2022
Q4 		$234K Sell
25,998
-735
-3% -$6.5K 0.05% 153
2022
Q3 		$217K Buy
26,733
+412
+2% +$3.8K 0.06% 127
2022
Q2 		$237K Sell
26,321
-3,954
-13% -$37K 0.06% 123
2022
Q1 		$300K Buy
30,275
+478
+2% +$4.67K 0.06% 120
2021
Q4 		$300K Buy
29,797
+1,181
+4% +$11.9K 0.06% 118
2021
Q3 		$280K Buy
28,616
+420
+1% +$4.24K 0.07% 114
2021
Q2 		$286K Buy
28,196
+9,175
+48% +$92.2K 0.07% 113
2021
Q1 		$180K Buy
+19,021
New +$168K 0.04% 140

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFO4Life Group's BDJ Position: Q1 2026 in Review

CFO4Life Group increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2% in Q1 2026, buying an estimated $4.88K and bringing the position to 26,459 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #190.

CFO4Life Group first reported a position in BDJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $300K in Q1 2022. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • CFO4Life Group held 26,459 shares of BlackRock Enhanced Equity Dividend Trust worth $228K as of Q1 2026.
  • CFO4Life Group bought 523 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $4.88K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.03% of CFO4Life Group's portfolio in Q1 2026, its #190 holding.
  • CFO4Life Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2021 and has held it in 21 quarters since.
  • CFO4Life Group's BlackRock Enhanced Equity Dividend Trust position peaked at $300K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.