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

Claro Advisors’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 		$354K Sell
41,088
-1,000
-2% -$9.34K 0.04% 328
2025
Q4 		$399K Sell
42,088
-5,140
-11% -$46.8K 0.05% 269
2025
Q3 		$430K Sell
47,228
-1,783
-4% -$15.9K 0.06% 251
2025
Q2 		$436K Buy
49,011
+24,603
+101% +$207K 0.07% 227
2025
Q1 		$210K Sell
24,408
-6,254
-20% -$54.5K 0.03% 469
2024
Q4 		$254K Sell
30,662
-32,974
-52% -$287K 0.03% 401
2024
Q3 		$550K Sell
63,636
-74,576
-54% -$625K 0.07% 256
2024
Q2 		$1.13M Sell
138,212
-1,399
-1% -$11.4K 0.18% 114
2024
Q1 		$1.15M Sell
139,611
-3,983
-3% -$31.8K 0.2% 111
2023
Q4 		$1.1M Buy
143,594
+127,894
+815% +$963K 0.24% 92
2023
Q3 		$119K Sell
15,700
-6,500
-29% -$51.9K 0.03% 360
2023
Q2 		$185K Hold
22,200
– – 0.05% 356
2023
Q1 		$191K Hold
22,200
– – 0.06% 326
2022
Q4 		$200K Sell
22,200
-130
-0.6% -$1.15K 0.07% 287
2022
Q3 		$197K Hold
22,330
– – 0.08% 248
2022
Q2 		$197K Buy
22,330
+1,500
+7% +$14K 0.08% 248
2022
Q1 		$210K Hold
20,830
– – 0.08% 256
2021
Q4 		$210K Buy
20,830
+5,000
+32% +$50.3K 0.08% 256
2021
Q3 		$155K Buy
15,830
+130
+0.8% +$1.31K 0.07% 244
2021
Q2 		$159K Sell
15,700
-117,366
-88% -$1.18M 0.07% 228
2021
Q1 		$1.26M Buy
133,066
+9,988
+8% +$88.2K 0.64% 40
2020
Q4 		$1.04M Buy
123,078
+23,081
+23% +$181K 0.55% 43
2020
Q3 		$731K Sell
99,997
-4,488
-4% -$33.4K 0.46% 58
2020
Q2 		$767K Buy
104,485
+17,085
+20% +$122K 0.53% 50
2020
Q1 		$571K Buy
+87,400
New +$746K 0.53% 52

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

Claro Advisors's BDJ Position: Q1 2026 in Review

Claro Advisors reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2.4% in Q1 2026, selling an estimated $9.34K and leaving 41,088 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #328.

Claro Advisors first reported a position in BDJ in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.26M in Q1 2021. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Claro Advisors held 41,088 shares of BlackRock Enhanced Equity Dividend Trust worth $354K as of Q1 2026.
  • Claro Advisors sold 1,000 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $9.34K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #328 holding.
  • Claro Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2020 and has held it in 25 quarters since.
  • Claro Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $1.26M in Q1 2021.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.