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Todd Wealth Management, LLC’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Todd Wealth Management, LLC’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 		$144K Hold
15,000
– – 0.11% 109
2026
Q1 		$129K Sell
15,000
-200
-1% -$1.87K 0.12% 103
2025
Q4 		$144K Buy
+15,200
New +$138K 0.13% 97

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

Todd Wealth Management, LLC's BDJ Position: Q2 2026 in Review

Todd Wealth Management, LLC held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 15,000 shares worth $144K. The position accounts for 0.11% of the portfolio, ranked #109.

Todd Wealth Management, LLC first reported a position in BDJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $144K in Q4 2025. 218 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Todd Wealth Management, LLC held 15,000 shares of BlackRock Enhanced Equity Dividend Trust worth $144K as of Q2 2026.
  • Todd Wealth Management, LLC left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust made up 0.11% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #109 holding.
  • Todd Wealth Management, LLC first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's BlackRock Enhanced Equity Dividend Trust position peaked at $144K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.