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 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 $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Comprehensive Money Management Services's BDJ Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 11% in Q1 2026, selling an estimated $18.2K and leaving 15,092 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #191.

Comprehensive Money Management Services first reported a position in BDJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $179K in Q4 2024. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

Comprehensive Money Management Services held 15,092 shares of BlackRock Enhanced Equity Dividend Trust worth $130K as of Q1 2026.
Comprehensive Money Management Services sold 1,953 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $18.2K.
BlackRock Enhanced Equity Dividend Trust made up 0.09% of Comprehensive Money Management Services's portfolio in Q1 2026, its #191 holding.
Comprehensive Money Management Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's BlackRock Enhanced Equity Dividend Trust position peaked at $179K in Q4 2024.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.