HWM
BDJ icon

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
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
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 $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return