KAS
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Kestra Advisory Services’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Kestra Advisory Services’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 		$432K Sell
39,404
-3,794
-9% -$44.3K ﹤0.01% 2334
2025
Q4 		$506K Buy
43,198
+2,752
+7% +$31.9K ﹤0.01% 2129
2025
Q3 		$468K Buy
40,446
+276
+0.7% +$3.17K ﹤0.01% 2112
2025
Q2 		$456K Sell
40,170
-802
-2% -$8.72K ﹤0.01% 2038
2025
Q1 		$445K Sell
40,972
-6,537
-14% -$72.8K ﹤0.01% 1885
2024
Q4 		$512K Buy
47,509
+34,801
+274% +$390K ﹤0.01% 1861
2024
Q3 		$143K Sell
12,708
-232
-2% -$2.52K ﹤0.01% 2429
2024
Q2 		$137K Buy
+12,940
New +$134K ﹤0.01% 2481
2021
Q4 		– Sell
-10,202
Closed -$119K – 2030
2021
Q3 		$119K Sell
10,202
-430
-4% -$5.33K ﹤0.01% 2041
2021
Q2 		$133K Buy
+10,632
New +$129K ﹤0.01% 1927

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GC
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Invesco
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Raymond James Financial
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SCM
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return