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Todd Wealth Management, LLC’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Todd Wealth Management, LLC’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185K Hold
15,317
– – 0.14% 108
2026
Q1 		$168K Sell
15,317
-112
-0.7% -$1.31K 0.15% 102
2025
Q4 		$181K Buy
+15,429
New +$179K 0.16% 96

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Todd Wealth Management, LLC held its BlackRock Enhanced Global Dividend Trust (BOE) position steady in Q2 2026 at 15,317 shares worth $185K. The position accounts for 0.14% of the portfolio, ranked #108.

Todd Wealth Management, LLC first reported a position in BOE in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Todd Wealth Management, LLC held 15,317 shares of BlackRock Enhanced Global Dividend Trust worth $185K as of Q2 2026.
  • Todd Wealth Management, LLC left its BlackRock Enhanced Global Dividend Trust share count unchanged in Q2 2026.
  • BlackRock Enhanced Global Dividend Trust made up 0.14% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #108 holding.
  • Todd Wealth Management, LLC first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

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