HB Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

HB Wealth Management’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	$96.5K	Buy	10,088 +51	+0.5%	+$468	﹤0.01%	1659
2026 Q1	$86.5K	Buy	10,037 +27	+0.3%	+$252	﹤0.01%	1510
2025 Q4	$94.9K	Buy	+10,010	New	+$91.2K	﹤0.01%	1366
2023 Q4	–	Sell	-82,396	Closed	-$627K	–	794
2023 Q3	$627K	Buy	82,396 +1,670	+2%	+$13.3K	0.01%	381
2023 Q2	$673K	Buy	80,726 +1,595	+2%	+$13.3K	0.01%	359
2023 Q1	$680K	Buy	79,131 +3,361	+4%	+$30K	0.01%	353
2022 Q4	$683K	Buy	75,770 +2,194	+3%	+$19.4K	0.01%	337
2022 Q3	$597K	Buy	73,576 +875	+1%	+$8.08K	0.01%	316
2022 Q2	$642K	Buy	72,701 +2,031	+3%	+$19K	0.01%	308
2022 Q1	$700K	Buy	70,670 +3,180	+5%	+$31.1K	0.01%	305
2021 Q4	$680K	Buy	+67,490	New	+$679K	0.01%	273

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

HB Wealth Management's BDJ Position: Q2 2026 in Review

HB Wealth Management increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.51% in Q2 2026, buying an estimated $468 and bringing the position to 10,088 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

HB Wealth Management first reported a position in BDJ in Q4 2021 and has held it in 11 quarters since. The position peaked at $700K in Q1 2022. 218 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

HB Wealth Management held 10,088 shares of BlackRock Enhanced Equity Dividend Trust worth $96.5K as of Q2 2026.
HB Wealth Management bought 51 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $468.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1659 holding.
HB Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and has held it in 11 quarters since.
HB Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $700K in Q1 2022.
218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.