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JFS Wealth Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-168
Closed -$1.97K – 1895
2025
Q4 		$1.97K Buy
+168
New +$1.95K ﹤0.01% 1549

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JFS Wealth Advisors's BOE Position: Q1 2026 in Review

JFS Wealth Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2026, closing a stake of 168 shares — an estimated $1.97K sold.

JFS Wealth Advisors first reported a position in BOE in Q4 2025 and held it in 1 quarter. The position peaked at $1.97K in Q4 2025. 122 funds tracked by Wall St. Rank hold BOE as of Q1 2026.

  • JFS Wealth Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 168 BlackRock Enhanced Global Dividend Trust shares in Q1 2026, an estimated $1.97K.
  • JFS Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2025 and held it in 1 quarter.
  • JFS Wealth Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $1.97K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.