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

Concurrent Investment 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 Q2	$133K	Buy	13,898 +38	+0.3%	+$348	﹤0.01%	2005
2026 Q1	$119K	Buy	13,860 +1,998	+17%	+$18.7K	﹤0.01%	1814
2025 Q4	$112K	Buy	11,862 +58	+0.5%	+$528	﹤0.01%	1695
2025 Q3	$108K	Buy	11,804 +36	+0.3%	+$322	﹤0.01%	1421
2025 Q2	$105K	Buy	11,768 +51	+0.4%	+$429	﹤0.01%	1326
2025 Q1	$101K	Buy	+11,717	New	+$102K	﹤0.01%	1181

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

Concurrent Investment Advisors's BDJ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.27% in Q2 2026, buying an estimated $348 and bringing the position to 13,898 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Concurrent Investment Advisors first reported a position in BDJ in Q1 2025 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Concurrent Investment Advisors held 13,898 shares of BlackRock Enhanced Equity Dividend Trust worth $133K as of Q2 2026.
Concurrent Investment Advisors bought 38 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $348.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2005 holding.
Concurrent Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2025 and has held it in 6 quarters since.
218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.