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 Q3	$67.7K	Buy	7,140 +41	+0.6%	+$398	0.03%	145
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

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Holos Integrated Wealth's BDJ Position: Q3 2026 in Review

Holos Integrated Wealth increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.58% in Q3 2026, buying an estimated $398 and bringing the position to 7,140 shares worth $67.7K. The position accounts for 0.03% of the portfolio, ranked #145.

Holos Integrated Wealth first reported a position in BDJ in Q1 2026 and has held it in 3 quarters since. The position peaked at $68.2K in Q2 2026. 59 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

Holos Integrated Wealth held 7,140 shares of BlackRock Enhanced Equity Dividend Trust worth $67.7K as of Q3 2026.
Holos Integrated Wealth bought 41 BlackRock Enhanced Equity Dividend Trust shares in Q3 2026, an estimated $398.
BlackRock Enhanced Equity Dividend Trust made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #145 holding.
Holos Integrated Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 3 quarters since.
Holos Integrated Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $68.2K in Q2 2026.
59 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.