DJYG
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David J. Yvars Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

David J. Yvars Group’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 		$931K Buy
97,410
+849
+0.9% +$7.78K 0.44% 29
2026
Q1 		$826K Buy
96,561
+840
+0.9% +$7.84K 0.46% 34
2025
Q4 		$904K Buy
95,721
+1,304
+1% +$11.9K 0.48% 29
2025
Q3 		$858K Buy
94,417
+816
+0.9% +$7.29K 0.46% 31
2025
Q2 		$830K Buy
93,601
+975
+1% +$8.2K 0.49% 29
2025
Q1 		$798K Buy
92,626
+930
+1% +$8.1K 0.63% 27
2024
Q4 		$760K Sell
91,696
-21,586
-19% -$188K 0.46% 33
2024
Q3 		$980K Sell
113,282
-1,538
-1% -$12.9K 0.61% 28
2024
Q2 		$937K Buy
114,820
+858
+0.8% +$6.98K 0.59% 28
2024
Q1 		$941K Buy
113,962
+848
+0.7% +$6.76K 0.63% 29
2023
Q4 		$875K Sell
113,114
-82,907
-42% -$625K 0.7% 24
2023
Q3 		$1.49M Sell
196,021
-889
-0.5% -$7.11K 1.24% 20
2023
Q2 		$1.64M Sell
196,910
-805
-0.4% -$6.69K 1.35% 19
2023
Q1 		$1.7M Sell
197,715
-9,404
-5% -$83.8K 1.53% 21
2022
Q4 		$1.86M Buy
207,119
+5,686
+3% +$50.3K 2.33% 11
2022
Q3 		$1.64M Sell
201,433
-147
-0.1% -$1.36K 1.82% 16
2022
Q2 		$1.81M Buy
201,580
+3,944
+2% +$36.9K 2.46% 9
2022
Q1 		$1.96M Sell
197,636
-17,071
-8% -$167K 1.36% 19
2021
Q4 		$2.17M Sell
214,707
-7,493
-3% -$75.4K 1.34% 16
2021
Q3 		$2.2M Buy
222,200
+447
+0.2% +$4.51K 1.28% 18
2021
Q2 		$2.25M Buy
221,753
+4,032
+2% +$40.5K 1.27% 20
2021
Q1 		$2.05M Buy
217,721
+61,970
+40% +$547K 1.31% 20
2020
Q4 		$1.31M Buy
+155,751
New +$1.22M 0.89% 20

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

David J. Yvars Group's BDJ Position: Q2 2026 in Review

David J. Yvars Group increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.88% in Q2 2026, buying an estimated $7.78K and bringing the position to 97,410 shares worth $931K. The position accounts for 0.44% of the portfolio, ranked #29.

David J. Yvars Group first reported a position in BDJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.25M in Q2 2021. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • David J. Yvars Group held 97,410 shares of BlackRock Enhanced Equity Dividend Trust worth $931K as of Q2 2026.
  • David J. Yvars Group bought 849 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $7.78K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.44% of David J. Yvars Group's portfolio in Q2 2026, its #29 holding.
  • David J. Yvars Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's BlackRock Enhanced Equity Dividend Trust position peaked at $2.25M in Q2 2021.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.