Kingswood Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Kingswood Wealth 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	$1.07M	Sell	111,618 -1,216	-1%	-$11.1K	0.04%	396
2026 Q1	$973K	Buy	112,834 +1,934	+2%	+$18.1K	0.05%	383
2025 Q4	$1.05M	Sell	110,900 -8,162	-7%	-$74.3K	0.05%	344
2025 Q3	$1.08M	Buy	119,062 +1,271	+1%	+$11.4K	0.07%	305
2025 Q2	$1.05M	Hold	117,791	–	–	0.08%	256
2025 Q1	$1.01M	Hold	117,791	–	–	0.09%	240
2024 Q4	$975K	Sell	117,791 -5,667	-5%	-$49.3K	0.07%	277
2024 Q3	$1.07M	Buy	123,458 +9,116	+8%	+$76.4K	0.08%	277
2024 Q2	$934K	Buy	+114,342	New	+$930K	0.08%	247

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

Kingswood Wealth Advisors's BDJ Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1.1% in Q2 2026, selling an estimated $11.1K and leaving 111,618 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #396.

Kingswood Wealth Advisors first reported a position in BDJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Kingswood Wealth Advisors held 111,618 shares of BlackRock Enhanced Equity Dividend Trust worth $1.07M as of Q2 2026.
Kingswood Wealth Advisors sold 1,216 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $11.1K.
BlackRock Enhanced Equity Dividend Trust made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #396 holding.
Kingswood Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $1.08M in Q3 2025.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.