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Institute for Wealth Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Institute for Wealth Management’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.52K Buy
+705
New +$8.29K ﹤0.01% 1351

Other funds holding BOE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Institute for Wealth Management's BOE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2026: 705 shares worth $8.52K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings.

69 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Institute for Wealth Management held 705 shares of BlackRock Enhanced Global Dividend Trust worth $8.52K as of Q2 2026.
  • BlackRock Enhanced Global Dividend Trust was a new Institute for Wealth Management position in Q2 2026.
  • BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1351 holding.
  • 69 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.