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Holos Integrated Wealth’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Holos Integrated Wealth’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 		$68.2K Buy
7,099
+42
+0.6% +$385 0.03% 139
2026
Q1 		$62.3K Buy
+7,057
New +$65.9K 0.03% 142

Other funds holding BDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Holos Integrated Wealth's BDJ Position: Q2 2026 in Review

Holos Integrated Wealth increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.6% in Q2 2026, buying an estimated $385 and bringing the position to 7,099 shares worth $68.2K. The position accounts for 0.03% of the portfolio, ranked #139.

Holos Integrated Wealth first reported a position in BDJ in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Holos Integrated Wealth held 7,099 shares of BlackRock Enhanced Equity Dividend Trust worth $68.2K as of Q2 2026.
  • Holos Integrated Wealth bought 42 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $385.
  • BlackRock Enhanced Equity Dividend Trust made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #139 holding.
  • Holos Integrated Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.