Foundations Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Foundations Investment Advisors’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	$113K	Buy	+11,775	New	+$108K	﹤0.01%	1177

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foundations Investment Advisors's BDJ Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 11,775 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings.

217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Foundations Investment Advisors held 11,775 shares of BlackRock Enhanced Equity Dividend Trust worth $113K as of Q2 2026.
BlackRock Enhanced Equity Dividend Trust was a new Foundations Investment Advisors position in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1177 holding.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.