JFS Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

JFS Wealth Advisors’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	$1.01K	Buy	+106	New	+$972	﹤0.01%	1803
2016 Q3	–	Sell	-2,257	Closed	-$18K	–	483
2016 Q2	$18K	Buy	+2,257	New	+$17.2K	0.01%	337

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFS Wealth Advisors's BDJ Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 106 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1803 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in BDJ as recently as Q2 2016.

JFS Wealth Advisors first reported a position in BDJ in Q2 2016 and has held it in 2 quarters since. The position peaked at $18K in Q2 2016. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

JFS Wealth Advisors held 106 shares of BlackRock Enhanced Equity Dividend Trust worth $1.01K as of Q2 2026.
BlackRock Enhanced Equity Dividend Trust was a new JFS Wealth Advisors position in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1803 holding.
JFS Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2016 and has held it in 2 quarters since.
JFS Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $18K in Q2 2016.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.