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

Clearstead 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
2025 Q3	–	Sell	-750	Closed	-$6.67K	–	3107
2025 Q2	$6.67K	Hold	750	–	–	﹤0.01%	2020
2025 Q1	$6.45K	Hold	750	–	–	﹤0.01%	1701
2024 Q4	$6.21K	Hold	750	–	–	﹤0.01%	1680
2024 Q3	$6.49K	Hold	750	–	–	﹤0.01%	1673
2024 Q2	$6.13K	Buy	+750	New	+$6.1K	﹤0.01%	1652

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Clearstead Advisors's BDJ Position: Q3 2025 in Review

Clearstead Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2025, closing a stake of 750 shares — an estimated $6.67K sold.

Clearstead Advisors first reported a position in BDJ in Q2 2024 and held it in 5 quarters. The position peaked at $6.67K in Q2 2025. 203 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

Clearstead Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 750 BlackRock Enhanced Equity Dividend Trust shares in Q3 2025, an estimated $6.67K.
Clearstead Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and held it in 5 quarters.
Clearstead Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $6.67K in Q2 2025.
203 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.