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Financial Advocates Investment Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-23,076
Closed -$250K – 644
2025
Q1 		$250K Sell
23,076
-13,552
-37% -$151K 0.02% 609
2024
Q4 		$394K Hold
36,628
– – 0.02% 529
2024
Q3 		$412K Sell
36,628
-1,421
-4% -$15.5K 0.02% 512
2024
Q2 		$404K Hold
38,049
– – 0.03% 491
2024
Q1 		$398K Buy
38,049
+13,552
+55% +$137K 0.02% 506
2023
Q4 		$243K Hold
24,497
– – 0.02% 637
2023
Q3 		$231K Hold
24,497
– – 0.02% 605
2023
Q2 		$247K Hold
24,497
– – 0.02% 578
2023
Q1 		$243K Buy
24,497
+590
+2% +$5.92K 0.02% 622
2022
Q4 		$229K Sell
23,907
-290
-1% -$2.72K 0.02% 637
2022
Q3 		$213K Buy
24,197
+8,281
+52% +$81.7K 0.02% 662
2022
Q2 		$156K Buy
15,916
+1,460
+10% +$15.3K 0.01% 643
2022
Q1 		$164K Hold
14,456
– – 0.01% 696
2021
Q4 		$176K Hold
14,456
– – 0.01% 741
2021
Q3 		$169K Hold
14,456
– – 0.01% 711
2021
Q2 		$181K Hold
14,456
– – 0.01% 706
2021
Q1 		$166K Hold
14,456
– – 0.01% 719
2020
Q4 		$158K Hold
14,456
– – 0.01% 688
2020
Q3 		$138K Hold
14,456
– – 0.01% 603
2020
Q2 		$136K Hold
14,456
– – 0.01% 585
2020
Q1 		$120K Sell
14,456
-195
-1% -$1.97K 0.02% 456
2019
Q4 		$161K Buy
+14,651
New +$156K 0.02% 496

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's BOE Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2025, closing a stake of 23,076 shares — an estimated $250K sold.

Financial Advocates Investment Management first reported a position in BOE in Q4 2019 and held it in 22 quarters. The position peaked at $412K in Q3 2024. 103 funds tracked by Wall St. Rank hold BOE as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 23,076 BlackRock Enhanced Global Dividend Trust shares in Q2 2025, an estimated $250K.
  • Financial Advocates Investment Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2019 and held it in 22 quarters.
  • Financial Advocates Investment Management's BlackRock Enhanced Global Dividend Trust position peaked at $412K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.