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Harbor Investment Advisory’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Harbor Investment Advisory’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
Q3 		$28K Hold
2,981
– – ﹤0.01% 900
2026
Q2 		$28.5K Hold
2,981
– – ﹤0.01% 868
2026
Q1 		$25.7K Hold
2,981
– – ﹤0.01% 737
2025
Q4 		$28.3K Buy
+2,981
New +$27.2K ﹤0.01% 763

Other funds holding BDJ

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Harbor Investment Advisory's BDJ Position: Q3 2026 in Review

Harbor Investment Advisory held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2026 at 2,981 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Harbor Investment Advisory first reported a position in BDJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.5K in Q2 2026. 30 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Harbor Investment Advisory held 2,981 shares of BlackRock Enhanced Equity Dividend Trust worth $28K as of Q3 2026.
  • Harbor Investment Advisory left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2026.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #900 holding.
  • Harbor Investment Advisory first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and has held it in 4 quarters since.
  • Harbor Investment Advisory's BlackRock Enhanced Equity Dividend Trust position peaked at $28.5K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.