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Client 1st Advisory Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Client 1st Advisory 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 		– Sell
-25,000
Closed -$237K – 143
2025
Q4 		$237K Buy
+25,000
New +$228K 0.07% 127

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

Client 1st Advisory Group's BDJ Position: Q1 2026 in Review

Client 1st Advisory Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 25,000 shares — an estimated $237K sold.

Client 1st Advisory Group first reported a position in BDJ in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Client 1st Advisory Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 25,000 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $237K.
  • Client 1st Advisory Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and held it in 1 quarter.
  • Client 1st Advisory Group's BlackRock Enhanced Equity Dividend Trust position peaked at $237K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Client 1st Advisory Group's 13F filing for Q1 2026, filed 15 Apr 2026.