Mark Sheptoff Financial Planning’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Mark Sheptoff Financial Planning’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	$4.79K	Hold	500	–	–	﹤0.01%	449
2026 Q1	$4.59K	Buy	+500	New	+$4.67K	﹤0.01%	445
2015 Q3	–	Sell	-1,411	Closed	-$11K	–	402
2015 Q2	$11K	Hold	1,411	–	–	0.01%	263
2015 Q1	$12K	Hold	1,411	–	–	0.01%	252
2014 Q4	$11K	Hold	1,411	–	–	0.01%	258
2014 Q3	$12K	Hold	1,411	–	–	0.01%	261
2014 Q2	$12K	Hold	1,411	–	–	0.01%	262
2014 Q1	$11K	Buy	+1,411	New	+$11.1K	0.01%	273

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

Mark Sheptoff Financial Planning's BDJ Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 500 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Mark Sheptoff Financial Planning first reported a position in BDJ in Q1 2014 and has held it in 8 quarters since. The position peaked at $12K in Q1 2015. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Mark Sheptoff Financial Planning held 500 shares of BlackRock Enhanced Equity Dividend Trust worth $4.79K as of Q2 2026.
Mark Sheptoff Financial Planning left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #449 holding.
Mark Sheptoff Financial Planning first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2014 and has held it in 8 quarters since.
Mark Sheptoff Financial Planning's BlackRock Enhanced Equity Dividend Trust position peaked at $12K in Q1 2015.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.