Investment Partners Asset Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Investment Partners Asset 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 Q2	$453K	Hold	47,362	–	–	0.25%	104
2026 Q1	$408K	Sell	47,362 -27	-0.1%	-$252	0.25%	107
2025 Q4	$449K	Sell	47,389 -490	-1%	-$4.46K	0.28%	97
2025 Q3	$436K	Buy	47,879 +1,800	+4%	+$16.1K	0.29%	105
2025 Q2	$410K	Sell	46,079 -186	-0.4%	-$1.56K	0.29%	109
2025 Q1	$398K	Sell	46,265 -1,950	-4%	-$17K	0.31%	98
2024 Q4	$399K	Sell	48,215 -2,696	-5%	-$23.5K	0.31%	97
2024 Q3	$440K	Sell	50,911 -4,745	-9%	-$39.7K	0.36%	88
2024 Q2	$455K	Sell	55,656 -4,715	-8%	-$38.3K	0.41%	76
2024 Q1	$498K	Sell	60,371 -2,046	-3%	-$16.3K	0.45%	72
2023 Q4	$480K	Buy	+62,417	New	+$470K	0.48%	67

Other funds holding BDJ

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Investment Partners Asset Management's BDJ Position: Q2 2026 in Review

Investment Partners Asset Management held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 47,362 shares worth $453K. The position accounts for 0.25% of the portfolio, ranked #104.

Investment Partners Asset Management first reported a position in BDJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $498K in Q1 2024. 97 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Investment Partners Asset Management held 47,362 shares of BlackRock Enhanced Equity Dividend Trust worth $453K as of Q2 2026.
Investment Partners Asset Management left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.25% of Investment Partners Asset Management's portfolio in Q2 2026, its #104 holding.
Investment Partners Asset Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's BlackRock Enhanced Equity Dividend Trust position peaked at $498K in Q1 2024.
97 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.