HI
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Hoey Investments’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Hoey Investments’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 		$28.7K Buy
+3,000
New +$27.5K ﹤0.01% 192
2024
Q4 		– Sell
-74,904
Closed -$612K – 376
2024
Q3 		$612K Hold
74,904
– – 0.11% 46
2024
Q2 		$612K Sell
74,904
-7,664
-9% -$62.3K 0.11% 46
2024
Q1 		$681K Sell
82,568
-1,489
-2% -$11.9K 0.15% 49
2023
Q4 		$646K Sell
84,057
-44,236
-34% -$333K 0.18% 49
2023
Q3 		$976K Sell
128,293
-72,830
-36% -$582K 0.32% 45
2023
Q2 		$1.68M Sell
201,123
-136,306
-40% -$1.13M 0.55% 25
2023
Q1 		$2.9M Buy
337,429
+163,852
+94% +$1.46M 1.13% 12
2022
Q4 		$1.56M Sell
173,577
-42,672
-20% -$377K 0.67% 28
2022
Q3 		$1.75M Buy
216,249
+10,608
+5% +$97.9K 0.69% 26
2022
Q2 		$1.82M Buy
205,641
+5,900
+3% +$55.2K 0.78% 17
2022
Q1 		$1.98M Sell
199,741
-3,760
-2% -$36.7K 0.54% 20
2021
Q4 		$2.05M Buy
203,501
+41,015
+25% +$412K 0.52% 25
2021
Q3 		$1.59M Buy
162,486
+46,384
+40% +$468K 0.48% 30
2021
Q2 		$1.18M Buy
116,102
+21,314
+22% +$214K 0.35% 39
2021
Q1 		$897K Buy
94,788
+6,300
+7% +$55.6K 0.3% 29
2020
Q4 		$749K Buy
88,488
+700
+0.8% +$5.49K 0.27% 32
2020
Q3 		$642K Buy
87,788
+9,900
+13% +$73.8K 0.26% 32
2020
Q2 		$572K Buy
77,888
+5,675
+8% +$40.5K 0.28% 34
2020
Q1 		$472K Buy
72,213
+11,710
+19% +$99.9K 0.33% 27
2019
Q4 		$600K Buy
+60,503
New +$569K 0.43% 45

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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 $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 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

Hoey Investments's BDJ Position: Q2 2026 in Review

Hoey Investments opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 3,000 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Hoey Investments previously reported a position in BDJ as recently as Q3 2024.

Hoey Investments first reported a position in BDJ in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.9M in Q1 2023. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Hoey Investments held 3,000 shares of BlackRock Enhanced Equity Dividend Trust worth $28.7K as of Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust was a new Hoey Investments position in Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #192 holding.
  • Hoey Investments first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and has held it in 21 quarters since.
  • Hoey Investments's BlackRock Enhanced Equity Dividend Trust position peaked at $2.9M in Q1 2023.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.