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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$909K Buy
94,969
+9,116
+11% +$83.6K 0.25% 63
2026
Q1 		$740K Buy
85,853
+7,356
+9% +$68.7K 0.22% 74
2025
Q4 		$744K Buy
78,497
+818
+1% +$7.45K 0.22% 66
2025
Q3 		$708K Sell
77,679
-143
-0.2% -$1.28K 0.22% 71
2025
Q2 		$692K Sell
77,822
-623
-0.8% -$5.24K 0.23% 70
2025
Q1 		$675K Buy
78,445
+1,379
+2% +$12K 0.25% 70
2024
Q4 		$638K Sell
77,066
-3,429
-4% -$29.8K 0.25% 66
2024
Q3 		$696K Buy
80,495
+6,232
+8% +$52.2K 0.36% 42
2024
Q2 		$607K Buy
74,263
+9,361
+14% +$76.1K 0.35% 41
2024
Q1 		$535K Buy
64,902
+8,607
+15% +$68.6K 0.35% 46
2023
Q4 		$433K Buy
56,295
+13,309
+31% +$100K 0.27% 51
2023
Q3 		$327K Buy
42,986
+34,806
+426% +$278K 0.24% 57
2023
Q2 		$261K Sell
8,180
-9,772
-54% -$81.2K 0.19% 69
2023
Q1 		$154K Buy
17,952
+442
+3% +$3.94K 0.12% 94
2022
Q4 		$158K Buy
+17,510
New +$155K 0.14% 91

Other funds holding BDJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BDJ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 11% in Q2 2026, buying an estimated $83.6K and bringing the position to 94,969 shares worth $909K. The position accounts for 0.25% of the portfolio, ranked #63.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BDJ in Q4 2022 and has held it in 15 quarters since. 120 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 94,969 shares of BlackRock Enhanced Equity Dividend Trust worth $909K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 9,116 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $83.6K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.25% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #63 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2022 and has held it in 15 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.