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Global Wealth Strategies & Associates’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Global Wealth Strategies & Associates’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
-3,904
Closed -$37K – 550
2025
Q4 		$37K Buy
+3,904
New +$35.6K 0.01% 181

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Strategies & Associates's BDJ Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 3,904 shares — an estimated $37K sold.

Global Wealth Strategies & Associates first reported a position in BDJ in Q4 2025 and held it in 1 quarter. The position peaked at $37K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3,904 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $37K.
  • Global Wealth Strategies & Associates first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's BlackRock Enhanced Equity Dividend Trust position peaked at $37K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.