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

Kovack 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	$630K	Buy	72,980 +1,080	+2%	+$10.1K	0.03%	519
2025 Q4	$682K	Buy	+71,900	New	+$655K	0.03%	487
2025 Q3	–	Sell	-10,200	Closed	-$90.7K	–	616
2025 Q2	$90.7K	Buy	+10,200	New	+$85.7K	0.01%	609
2024 Q3	–	Sell	-19,698	Closed	-$161K	–	593
2024 Q2	$161K	Buy	19,698 +2,270	+13%	+$18.5K	0.02%	540
2024 Q1	$144K	Buy	17,428 +1,280	+8%	+$10.2K	0.02%	454
2023 Q4	$124K	Buy	+16,148	New	+$122K	0.01%	550

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

Kovack Advisors's BDJ Position: Q1 2026 in Review

Kovack Advisors increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1.5% in Q1 2026, buying an estimated $10.1K and bringing the position to 72,980 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #519.

Kovack Advisors first reported a position in BDJ in Q4 2023 and has held it in 6 quarters since. The position peaked at $682K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

Kovack Advisors held 72,980 shares of BlackRock Enhanced Equity Dividend Trust worth $630K as of Q1 2026.
Kovack Advisors bought 1,080 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $10.1K.
BlackRock Enhanced Equity Dividend Trust made up 0.03% of Kovack Advisors's portfolio in Q1 2026, its #519 holding.
Kovack Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and has held it in 6 quarters since.
Kovack Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $682K in Q4 2025.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.