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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
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
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

Concurrent Investment Advisors's BDJ Position: Q1 2026 in Review

Concurrent Investment Advisors increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 17% in Q1 2026, buying an estimated $18.7K and bringing the position to 13,860 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Concurrent Investment Advisors first reported a position in BDJ in Q1 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Concurrent Investment Advisors held 13,860 shares of BlackRock Enhanced Equity Dividend Trust worth $119K as of Q1 2026.
  • Concurrent Investment Advisors bought 1,998 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $18.7K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1814 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.