CIBC Private Wealth Group
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CIBC Private Wealth Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$196K Buy
20,644
+5,841
+39% +$53.2K ﹤0.01% 1206
2025
Q3 		$135K Sell
14,803
-141
-0.9% -$1.26K ﹤0.01% 1353
2025
Q2 		$133K Buy
14,944
+83
+0.6% +$698 ﹤0.01% 1279
2025
Q1 		$114K Buy
14,861
+80
+0.5% +$697 ﹤0.01% 1305
2024
Q4 		$125K Sell
14,781
-3,151
-18% -$27.4K ﹤0.01% 1339
2024
Q3 		$155K Sell
17,932
-561
-3% -$4.7K ﹤0.01% 1304
2024
Q2 		$152K Buy
18,493
+3,297
+22% +$26.8K ﹤0.01% 1224
2024
Q1 		$125K Sell
15,196
-626
-4% -$4.99K ﹤0.01% 1303
2023
Q4 		$122K Buy
15,822
+98
+0.6% +$738 ﹤0.01% 1094
2023
Q3 		$120K Buy
15,724
+70
+0.4% +$559 ﹤0.01% 1030
2023
Q2 		$131K Buy
15,654
+66
+0.4% +$548 ﹤0.01% 853
2023
Q1 		$134K Hold
15,588
– – ﹤0.01% 855
2022
Q4 		$140 Buy
15,588
+23
+0.1% +$203 ﹤0.01% 826
2022
Q3 		$126K Buy
15,565
+41
+0.3% +$378 ﹤0.01% 871
2022
Q2 		$137K Buy
15,524
+34
+0.2% +$318 ﹤0.01% 906
2022
Q1 		$153K Buy
15,490
+128
+0.8% +$1.25K ﹤0.01% 976
2021
Q4 		$155K Buy
15,362
+408
+3% +$4.1K ﹤0.01% 983
2021
Q3 		$147K Buy
14,954
+162
+1% +$1.64K ﹤0.01% 908
2021
Q2 		$150K Buy
14,792
+424
+3% +$4.26K ﹤0.01% 1008
2021
Q1 		$136K Buy
14,368
+189
+1% +$1.67K ﹤0.01% 1009
2020
Q4 		$120K Buy
14,179
+269
+2% +$2.11K ﹤0.01% 959
2020
Q3 		$102K Buy
+13,910
New +$104K ﹤0.01% 857
2020
Q2 		– Sell
-13,685
Closed -$89K – 608
2020
Q1 		$89K Buy
13,685
+365
+3% +$3.12K ﹤0.01% 819
2019
Q4 		$132K Buy
13,320
+247
+2% +$2.32K ﹤0.01% 877
2019
Q3 		$120K Buy
13,073
+200
+2% +$1.8K ﹤0.01% 867
2019
Q2 		$114K Buy
12,873
+195
+2% +$1.68K ﹤0.01% 900
2019
Q1 		$108K Sell
12,678
-4,448
-26% -$37.6K ﹤0.01% 908
2018
Q4 		$133K Buy
17,126
+186
+1% +$1.58K ﹤0.01% 844
2018
Q3 		$161K Buy
16,940
+2,777
+20% +$26K ﹤0.01% 935
2018
Q2 		$130K Sell
14,163
-13,260
-48% -$120K ﹤0.01% 989
2018
Q1 		$239K Buy
27,423
+155
+0.6% +$1.42K ﹤0.01% 906
2017
Q4 		$252K Buy
27,268
+10,632
+64% +$96.9K ﹤0.01% 895
2017
Q3 		$151K Buy
+16,636
New +$148K ﹤0.01% 905

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

CIBC Private Wealth Group's BDJ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 39% in Q4 2025, buying an estimated $53.2K and bringing the position to 20,644 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

CIBC Private Wealth Group first reported a position in BDJ in Q3 2017 and has held it in 33 quarters since. The position peaked at $252K in Q4 2017. 203 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

  • CIBC Private Wealth Group held 20,644 shares of BlackRock Enhanced Equity Dividend Trust worth $196K as of Q4 2025.
  • CIBC Private Wealth Group bought 5,841 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $53.2K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1206 holding.
  • CIBC Private Wealth Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2017 and has held it in 33 quarters since.
  • CIBC Private Wealth Group's BlackRock Enhanced Equity Dividend Trust position peaked at $252K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.