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Costello Asset Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Costello Asset Management’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
2025
Q4 		– Sell
-1,551
Closed -$14.1K – 694
2025
Q3 		$14.1K Buy
1,551
+31
+2% +$277 ﹤0.01% 428
2025
Q2 		$13.5K Buy
1,520
+33
+2% +$277 0.01% 435
2025
Q1 		$12.8K Buy
+1,487
New +$13K 0.01% 423

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 $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Costello Asset Management's BDJ Position: Q4 2025 in Review

Costello Asset Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2025, closing a stake of 1,551 shares — an estimated $14.1K sold.

Costello Asset Management first reported a position in BDJ in Q1 2025 and held it in 3 quarters. The position peaked at $14.1K in Q3 2025. 203 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

  • Costello Asset Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2025 after selling out during the quarter.
  • Costello Asset Management sold 1,551 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $14.1K.
  • Costello Asset Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2025 and held it in 3 quarters.
  • Costello Asset Management's BlackRock Enhanced Equity Dividend Trust position peaked at $14.1K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.