Creative Planning’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $256K | Buy |
29,751
+4,393
| +17% | +$41K | ﹤0.01% | 3543 |
|
|
2025
Q4 | $240K | Buy |
+25,358
| New | +$231K | ﹤0.01% | 3408 |
|
|
2025
Q3 | – | Sell |
-15,520
| Closed | -$138K | – | 3920 |
|
|
2025
Q2 | $138K | Sell |
15,520
-23,576
| -60% | -$198K | ﹤0.01% | 3358 |
|
|
2025
Q1 | $336K | Buy |
39,096
+4,022
| +11% | +$35K | ﹤0.01% | 2650 |
|
|
2024
Q4 | $290K | Buy |
35,074
+2,527
| +8% | +$22K | ﹤0.01% | 2691 |
|
|
2024
Q3 | $282K | Sell |
32,547
-98,718
| -75% | -$827K | ﹤0.01% | 2567 |
|
|
2024
Q2 | $1.07M | Buy |
131,265
+29,145
| +29% | +$237K | ﹤0.01% | 1356 |
|
|
2024
Q1 | $842K | Buy |
102,120
+64,366
| +170% | +$513K | ﹤0.01% | 1457 |
|
|
2023
Q4 | $290K | Sell |
37,754
-3,955
| -9% | -$29.8K | ﹤0.01% | 2106 |
|
|
2023
Q3 | $317K | Sell |
41,709
-3,300
| -7% | -$26.4K | ﹤0.01% | 1888 |
|
|
2023
Q2 | $375K | Sell |
45,009
-1,278
| -3% | -$10.6K | ﹤0.01% | 1742 |
|
|
2023
Q1 | $398K | Sell |
46,287
-1,934
| -4% | -$17.2K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $434K | Sell |
48,221
-1,752
| -4% | -$15.5K | ﹤0.01% | 1507 |
|
|
2022
Q3 | $405K | Sell |
49,973
-1,649
| -3% | -$15.2K | ﹤0.01% | 1460 |
|
|
2022
Q2 | $456K | Sell |
51,622
-679
| -1% | -$6.35K | ﹤0.01% | 1370 |
|
|
2022
Q1 | $518K | Hold |
52,301
| – | – | ﹤0.01% | 1308 |
|
|
2021
Q4 | $527K | Buy |
52,301
+2,065
| +4% | +$20.8K | ﹤0.01% | 1268 |
|
|
2021
Q3 | $492K | Sell |
50,236
-13,893
| -22% | -$140K | ﹤0.01% | 1307 |
|
|
2021
Q2 | $650K | Buy |
64,129
+19,873
| +45% | +$200K | ﹤0.01% | 1133 |
|
|
2021
Q1 | $419K | Sell |
44,256
-800
| -2% | -$7.06K | ﹤0.01% | 1559 |
|
|
2020
Q4 | $382K | Sell |
45,056
-9,017
| -17% | -$70.7K | ﹤0.01% | 1467 |
|
|
2020
Q3 | $395K | Sell |
54,073
-11,057
| -17% | -$82.4K | ﹤0.01% | 1257 |
|
|
2020
Q2 | $478K | Sell |
65,130
-28,197
| -30% | -$201K | ﹤0.01% | 1058 |
|
|
2020
Q1 | $609K | Sell |
93,327
-33,682
| -27% | -$287K | ﹤0.01% | 852 |
|
|
2019
Q4 | $1.26M | Buy |
127,009
+9,270
| +8% | +$87.2K | ﹤0.01% | 683 |
|
|
2019
Q3 | $1.08M | Buy |
117,739
+585
| +0.5% | +$5.26K | ﹤0.01% | 718 |
|
|
2019
Q2 | $1.04M | Buy |
117,154
+4,107
| +4% | +$35.5K | ﹤0.01% | 749 |
|
|
2019
Q1 | $967K | Sell |
113,047
-338
| -0.3% | -$2.85K | ﹤0.01% | 747 |
|
|
2018
Q4 | $881K | Buy |
113,385
+3,951
| +4% | +$33.6K | ﹤0.01% | 720 |
|
|
2018
Q3 | $1.04M | Sell |
109,434
-523
| -0.5% | -$4.89K | ﹤0.01% | 749 |
|
|
2018
Q2 | $1.01M | Buy |
109,957
+4,078
| +4% | +$36.8K | ﹤0.01% | 744 |
|
|
2018
Q1 | $924K | Buy |
105,879
+64,021
| +153% | +$587K | ﹤0.01% | 779 |
|
|
2017
Q4 | $386K | Sell |
41,858
-253
| -0.6% | -$2.31K | ﹤0.01% | 1220 |
|
|
2017
Q3 | $382K | Buy |
42,111
+7,555
| +22% | +$67.2K | ﹤0.01% | 1183 |
|
|
2017
Q2 | $304K | Sell |
34,556
-2,377
| -6% | -$20.6K | ﹤0.01% | 1285 |
|
|
2017
Q1 | $316K | Buy |
36,933
+9,189
| +33% | +$76.6K | ﹤0.01% | 1230 |
|
|
2016
Q4 | $226K | Buy |
27,744
+3,346
| +14% | +$26.4K | ﹤0.01% | 1351 |
|
|
2016
Q3 | $193K | Buy |
24,398
+7,467
| +44% | +$59.6K | ﹤0.01% | 1419 |
|
|
2016
Q2 | $133K | Sell |
16,931
-1,529
| -8% | -$11.7K | ﹤0.01% | 1488 |
|
|
2016
Q1 | $139K | Sell |
18,460
-5,403
| -23% | -$38.8K | ﹤0.01% | 1428 |
|
|
2015
Q4 | $182K | Sell |
23,863
-2,162
| -8% | -$16.3K | ﹤0.01% | 1256 |
|
|
2015
Q3 | $187K | Sell |
26,025
-767
| -3% | -$5.87K | ﹤0.01% | 1226 |
|
|
2015
Q2 | $214K | Hold |
26,792
| – | – | ﹤0.01% | 854 |
|
|
2015
Q1 | $220K | Sell |
26,792
-4,196
| -14% | -$34.2K | ﹤0.01% | 1141 |
|
|
2014
Q4 | $252K | Sell |
30,988
-8,884
| -22% | -$73K | ﹤0.01% | 1011 |
|
|
2014
Q3 | $327K | Buy |
39,872
+11,267
| +39% | +$93.4K | ﹤0.01% | 823 |
|
|
2014
Q2 | $240K | Sell |
28,605
-5,832
| -17% | -$47.5K | ﹤0.01% | 940 |
|
|
2014
Q1 | $273K | Sell |
34,437
-13,378
| -28% | -$105K | ﹤0.01% | 859 |
|
|
2013
Q4 | $380K | Sell |
47,815
-12,518
| -21% | -$96.9K | 0.01% | 602 |
|
|
2013
Q3 | $454K | Sell |
60,333
-8,245
| -12% | -$63.2K | 0.01% | 477 |
|
|
2013
Q2 | $522K | Buy |
+68,578
| New | +$531K | 0.01% | 394 |
|
Other funds holding BDJ
GC
WW
Creative Planning's BDJ Position: Q1 2026 in Review
Creative Planning increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 17% in Q1 2026, buying an estimated $41K and bringing the position to 29,751 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3543.
Creative Planning first reported a position in BDJ in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.26M in Q4 2019. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.
- Creative Planning held 29,751 shares of BlackRock Enhanced Equity Dividend Trust worth $256K as of Q1 2026.
- Creative Planning bought 4,393 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $41K.
- BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3543 holding.
- Creative Planning first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's BlackRock Enhanced Equity Dividend Trust position peaked at $1.26M in Q4 2019.
- 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.