Focus Partners Wealth
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Focus Partners Wealth’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Focus Partners Wealth’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
Q1 		– Sell
-175,349
Closed -$1.66M – 2659
2025
Q4 		$1.66M Buy
+175,349
New +$1.6M ﹤0.01% 1407

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth's BDJ Position: Q1 2026 in Review

Focus Partners Wealth sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 175,349 shares — an estimated $1.66M sold.

Focus Partners Wealth first reported a position in BDJ in Q4 2025 and held it in 1 quarter. The position peaked at $1.66M in Q4 2025. 218 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Focus Partners Wealth reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 175,349 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $1.66M.
  • Focus Partners Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $1.66M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.