David J. Yvars Group
BDJ icon

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
Q3 		$908K Sell
96,237
-1,173
-1% -$11.4K 0.42% 34
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% -$7.1K 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

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
GJL
Greg Jennings, LLC Dewitt, New York $142M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

David J. Yvars Group's BDJ Position: Q3 2026 in Review

David J. Yvars Group reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1.2% in Q3 2026, selling an estimated $11.4K and leaving 96,237 shares worth $908K. The position accounts for 0.42% of the portfolio, ranked #34.

David J. Yvars Group first reported a position in BDJ in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.25M in Q2 2021. 53 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • David J. Yvars Group held 96,237 shares of BlackRock Enhanced Equity Dividend Trust worth $908K as of Q3 2026.
  • David J. Yvars Group sold 1,173 BlackRock Enhanced Equity Dividend Trust shares in Q3 2026, an estimated $11.4K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.42% of David J. Yvars Group's portfolio in Q3 2026, its #34 holding.
  • David J. Yvars Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's BlackRock Enhanced Equity Dividend Trust position peaked at $2.25M in Q2 2021.
  • 53 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.