JFS Wealth Advisors’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

JFS Wealth Advisors’s Portfolio CII Stock Details CII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.01K	Buy	+115	New	+$2.79K	﹤0.01%	1474
2016 Q1	–	Sell	-544	Closed	-$8K	–	631
2015 Q4	$8K	Hold	544	–	–	﹤0.01%	413
2015 Q3	$7K	Buy	+544	New	+$7.79K	﹤0.01%	374

Other funds holding CII

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return