Jackson Grant Investment Advisers’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Jackson Grant Investment Advisers’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	$505K	Buy	52,720 +760	+1%	+$6.97K	0.16%	78
2026 Q1	$448K	Buy	51,960 +749	+1%	+$6.99K	0.15%	79
2025 Q4	$485K	Buy	51,211 +1,169	+2%	+$10.6K	0.16%	73
2025 Q3	$456K	Buy	50,042 +729	+1%	+$6.51K	0.15%	76
2025 Q2	$438K	Buy	49,313 +752	+2%	+$6.32K	0.16%	72
2025 Q1	$418K	Buy	48,561 +716	+1%	+$6.24K	0.16%	72
2024 Q4	$396K	Buy	47,845 +43	+0.1%	+$374	0.15%	72
2024 Q3	$413K	Buy	47,802 +642	+1%	+$5.38K	0.15%	72
2024 Q2	$385K	Buy	47,160 +662	+1%	+$5.38K	0.16%	74
2024 Q1	$384K	Buy	46,498 +653	+1%	+$5.21K	0.16%	71
2023 Q4	$353K	Buy	45,845 +891	+2%	+$6.71K	0.16%	75
2023 Q3	$342K	Buy	44,954 +629	+1%	+$5.03K	0.16%	75
2023 Q2	$370K	Buy	44,325 +595	+1%	+$4.95K	0.17%	72
2023 Q1	$376K	Buy	43,730 +1,354	+3%	+$12.1K	0.18%	73
2022 Q4	$382K	Buy	42,376 +1,003	+2%	+$8.87K	0.18%	70
2022 Q3	$336K	Buy	41,373 +489	+1%	+$4.51K	0.18%	71
2022 Q2	$361K	Buy	40,884 +462	+1%	+$4.32K	0.18%	72
2022 Q1	$400K	Sell	40,422 -2,451	-6%	-$23.9K	0.17%	72
2021 Q4	$432K	Buy	42,873 +1,123	+3%	+$11.3K	0.22%	58
2021 Q3	$409K	Buy	41,750 +396	+1%	+$4K	0.18%	73
2021 Q2	$419K	Buy	41,354 +387	+0.9%	+$3.89K	0.18%	68
2021 Q1	$388K	Buy	40,967 +436	+1%	+$3.85K	0.18%	70
2020 Q4	$343K	Buy	40,531 +481	+1%	+$3.77K	0.18%	66
2020 Q3	$293K	Sell	40,050 -13,519	-25%	-$101K	0.18%	66
2020 Q2	$393K	Sell	53,569 -455	-0.8%	-$3.25K	0.25%	52
2020 Q1	$353K	Buy	54,024 +725	+1%	+$6.19K	0.26%	53
2019 Q4	$529K	Buy	53,299 +1,244	+2%	+$11.7K	0.29%	50
2019 Q3	$478K	Buy	52,055 +611	+1%	+$5.49K	0.27%	51
2019 Q2	$456K	Buy	51,444 +589	+1%	+$5.09K	0.27%	51
2019 Q1	$435K	Sell	50,855 -2,055	-4%	-$17.4K	0.26%	52
2018 Q4	$411K	Sell	52,910 -3,051	-5%	-$25.9K	0.29%	49
2018 Q3	$531K	Buy	55,961 +309	+0.6%	+$2.89K	0.33%	44
2018 Q2	$511K	Buy	55,652 +624	+1%	+$5.63K	0.35%	41
2018 Q1	$480K	Buy	55,028 +607	+1%	+$5.57K	0.34%	44
2017 Q4	$502K	Buy	54,421 +600	+1%	+$5.47K	0.34%	45
2017 Q3	$488K	Buy	53,821 +604	+1%	+$5.37K	0.35%	42
2017 Q2	$468K	Buy	53,217 +609	+1%	+$5.27K	0.36%	39
2017 Q1	$450K	Buy	52,608 +625	+1%	+$5.21K	0.36%	38
2016 Q4	$424K	Buy	51,983 +641	+1%	+$5.05K	0.36%	40
2016 Q3	$405K	Buy	51,342 +1,258	+3%	+$10K	0.33%	41
2016 Q2	$395K	Buy	50,084 +646	+1%	+$4.93K	0.35%	38
2016 Q1	$373K	Sell	49,438 -21,659	-30%	-$155K	0.34%	41
2015 Q4	$541K	Buy	+71,097	New	+$536K	0.52%	35

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

Jackson Grant Investment Advisers's BDJ Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1.5% in Q2 2026, buying an estimated $6.97K and bringing the position to 52,720 shares worth $505K. The position accounts for 0.16% of the portfolio, ranked #78.

Jackson Grant Investment Advisers first reported a position in BDJ in Q4 2015 and has held it in 43 quarters since. The position peaked at $541K in Q4 2015. 92 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Jackson Grant Investment Advisers held 52,720 shares of BlackRock Enhanced Equity Dividend Trust worth $505K as of Q2 2026.
Jackson Grant Investment Advisers bought 760 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $6.97K.
BlackRock Enhanced Equity Dividend Trust made up 0.16% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #78 holding.
Jackson Grant Investment Advisers first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2015 and has held it in 43 quarters since.
Jackson Grant Investment Advisers's BlackRock Enhanced Equity Dividend Trust position peaked at $541K in Q4 2015.
92 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.