Focus Partners Wealth
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Focus Partners Wealth’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Focus Partners Wealth’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
Q3 		– Sell
-19,651
Closed -$223K – 2214
2025
Q2 		$223K Buy
+19,651
New +$214K ﹤0.01% 1814

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KIM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
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AAM
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Focus Partners Wealth's BOE Position: Q3 2025 in Review

Focus Partners Wealth sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2025, closing a stake of 19,651 shares — an estimated $223K sold.

Focus Partners Wealth first reported a position in BOE in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 102 funds tracked by Wall St. Rank hold BOE as of Q3 2025.

  • Focus Partners Wealth reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 19,651 BlackRock Enhanced Global Dividend Trust shares in Q3 2025, an estimated $223K.
  • Focus Partners Wealth first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2025 and held it in 1 quarter.
  • Focus Partners Wealth's BlackRock Enhanced Global Dividend Trust position peaked at $223K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.