KPWS
BDJ icon

Kestra Private Wealth Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-20,196
Closed -$191K – 1782
2025
Q4 		$191K Buy
20,196
+350
+2% +$3.19K ﹤0.01% 1604
2025
Q3 		$181K Buy
19,846
+1,537
+8% +$13.7K ﹤0.01% 1567
2025
Q2 		$163K Buy
18,309
+1,271
+7% +$10.7K ﹤0.01% 1522
2025
Q1 		$147K Buy
+17,038
New +$148K ﹤0.01% 1427
2024
Q2 		– Sell
-10,278
Closed -$84.8K – 1355
2024
Q1 		$84.8K Buy
10,278
+55
+0.5% +$438 ﹤0.01% 1244
2023
Q4 		$78.6K Sell
10,223
-8,118
-44% -$61.2K ﹤0.01% 1151
2023
Q3 		$140K Sell
18,341
-568
-3% -$4.54K ﹤0.01% 1064
2023
Q2 		$158K Sell
18,909
-1,047
-5% -$8.7K 0.01% 984
2023
Q1 		$171K Buy
19,956
+231
+1% +$2.06K 0.01% 947
2022
Q4 		$178K Buy
19,725
+789
+4% +$6.98K 0.01% 817
2022
Q3 		$154K Buy
18,936
+207
+1% +$1.91K 0.01% 811
2022
Q2 		$165K Sell
18,729
-789
-4% -$7.38K 0.01% 820
2022
Q1 		$193K Buy
19,518
+738
+4% +$7.21K 0.01% 893
2021
Q4 		$189K Sell
18,780
-2,656
-12% -$26.7K 0.01% 918
2021
Q3 		$210K Buy
21,436
+171
+0.8% +$1.73K 0.01% 835
2021
Q2 		$215K Buy
21,265
+8,280
+64% +$83.2K 0.01% 786
2021
Q1 		$123K Buy
+12,985
New +$115K 0.01% 766

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's BDJ Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 20,196 shares — an estimated $191K sold.

Kestra Private Wealth Services first reported a position in BDJ in Q1 2021 and held it in 17 quarters. The position peaked at $215K in Q2 2021. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 20,196 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $191K.
  • Kestra Private Wealth Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2021 and held it in 17 quarters.
  • Kestra Private Wealth Services's BlackRock Enhanced Equity Dividend Trust position peaked at $215K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.