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BFC Planning, Inc.’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

BFC Planning, 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 		$8.79K Buy
+918
New +$8.42K ﹤0.01% 2431
2025
Q1 		– Sell
-1,784
Closed -$14.8K – 2672
2024
Q4 		$14.8K Buy
+1,784
New +$15.5K ﹤0.01% 1584

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Morgan Stanley
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Guggenheim Capital
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s BDJ Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 918 shares worth $8.79K. The stake represents ﹤0.01% of the portfolio and ranks #2431 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in BDJ as recently as Q4 2024.

BFC Planning, Inc. first reported a position in BDJ in Q4 2024 and has held it in 2 quarters since. The position peaked at $14.8K in Q4 2024. 220 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • BFC Planning, Inc. held 918 shares of BlackRock Enhanced Equity Dividend Trust worth $8.79K as of Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust was a new BFC Planning, Inc. position in Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2431 holding.
  • BFC Planning, Inc. first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s BlackRock Enhanced Equity Dividend Trust position peaked at $14.8K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.