Kapstone Financial Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Kapstone Financial 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	$296K	Hold	30,936	–	–	0.12%	122
2026 Q1	$267K	Hold	30,936	–	–	0.13%	114
2025 Q4	$293K	Buy	30,936 +3,775	+14%	+$34.4K	0.15%	85
2025 Q3	$247K	Buy	27,161 +2,200	+9%	+$19.6K	0.12%	98
2025 Q2	$222K	Buy	24,961 +6,800	+37%	+$57.2K	0.11%	103
2025 Q1	$156K	Hold	18,161	–	–	0.09%	106
2024 Q4	$158K	Buy	18,161 +6,400	+54%	+$55.7K	0.08%	109
2024 Q3	$102K	Buy	11,761 +850	+8%	+$7.12K	0.06%	105
2024 Q2	$89.1K	Buy	+10,911	New	+$88.7K	0.06%	105

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

Kapstone Financial Advisors's BDJ Position: Q2 2026 in Review

Kapstone Financial Advisors held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 30,936 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #122.

Kapstone Financial Advisors first reported a position in BDJ in Q2 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Kapstone Financial Advisors held 30,936 shares of BlackRock Enhanced Equity Dividend Trust worth $296K as of Q2 2026.
Kapstone Financial Advisors left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #122 holding.
Kapstone Financial Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and has held it in 9 quarters since.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.