Comprehensive Money Management Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Comprehensive Money Management Services’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 Q2	$135K	Sell	14,074 -1,018	-7%	-$9.33K	0.08%	199
2026 Q1	$130K	Sell	15,092 -1,953	-11%	-$18.2K	0.09%	191
2025 Q4	$162K	Hold	17,045	–	–	0.11%	187
2025 Q3	$155K	Sell	17,045 -1,619	-9%	-$14.5K	0.11%	184
2025 Q2	$166K	Sell	18,664 -1,034	-5%	-$8.69K	0.13%	180
2025 Q1	$169K	Sell	19,698 -1,977	-9%	-$17.2K	0.14%	173
2024 Q4	$179K	Buy	+21,675	New	+$189K	0.15%	171

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Comprehensive Money Management Services's BDJ Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 6.7% in Q2 2026, selling an estimated $9.33K and leaving 14,074 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #199.

Comprehensive Money Management Services first reported a position in BDJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $179K in Q4 2024. 218 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Comprehensive Money Management Services held 14,074 shares of BlackRock Enhanced Equity Dividend Trust worth $135K as of Q2 2026.
Comprehensive Money Management Services sold 1,018 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $9.33K.
BlackRock Enhanced Equity Dividend Trust made up 0.08% of Comprehensive Money Management Services's portfolio in Q2 2026, its #199 holding.
Comprehensive Money Management Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's BlackRock Enhanced Equity Dividend Trust position peaked at $179K in Q4 2024.
218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.