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Johnson Bixby & Associates’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Johnson Bixby & Associates’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 		$174K Hold
18,140
– – 0.02% 130
2026
Q1 		$156K Buy
+18,140
New +$169K 0.02% 126

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Johnson Bixby & Associates's BDJ Position: Q2 2026 in Review

Johnson Bixby & Associates held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 18,140 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #130.

Johnson Bixby & Associates first reported a position in BDJ in Q1 2026 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Johnson Bixby & Associates held 18,140 shares of BlackRock Enhanced Equity Dividend Trust worth $174K as of Q2 2026.
  • Johnson Bixby & Associates left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust made up 0.02% of Johnson Bixby & Associates's portfolio in Q2 2026, its #130 holding.
  • Johnson Bixby & Associates first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.