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 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 $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kapstone Financial Advisors's BDJ Position: Q1 2026 in Review

Kapstone Financial Advisors held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q1 2026 at 30,936 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #114.

Kapstone Financial Advisors first reported a position in BDJ in Q2 2024 and has held it in 8 quarters since. The position peaked at $293K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

Kapstone Financial Advisors held 30,936 shares of BlackRock Enhanced Equity Dividend Trust worth $267K as of Q1 2026.
Kapstone Financial Advisors left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q1 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.13% of Kapstone Financial Advisors's portfolio in Q1 2026, its #114 holding.
Kapstone Financial Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and has held it in 8 quarters since.
Kapstone Financial Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $293K in Q4 2025.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.