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CX Institutional’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

CX Institutional’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 		– Sell
-435
Closed -$4K – 1555
2025
Q4 		$4K Buy
+435
New +$3.96K ﹤0.01% 1288
2022
Q3 		– Sell
-121
Closed -$1K – 517
2022
Q2 		$1K Buy
+121
New +$1.13K ﹤0.01% 1122
2021
Q4 		– Sell
-121
Closed -$1K – 384
2021
Q3 		$1K Hold
121
– – ﹤0.01% 928
2021
Q2 		$1K Buy
+121
New +$1.22K ﹤0.01% 927

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CX Institutional's BDJ Position: Q1 2026 in Review

CX Institutional sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 435 shares — an estimated $4K sold.

CX Institutional first reported a position in BDJ in Q2 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2025. 218 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • CX Institutional reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 435 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $4K.
  • CX Institutional first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2021 and held it in 4 quarters.
  • CX Institutional's BlackRock Enhanced Equity Dividend Trust position peaked at $4K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.