Masso Torrence Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Masso Torrence Wealth Management’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
2025 Q3	$186K	Hold	20,413	–	–	0.08%	105
2025 Q2	$181K	Hold	20,413	–	–	0.08%	97
2025 Q1	$176K	Hold	20,413	–	–	0.09%	94
2024 Q4	$169K	Hold	20,413	–	–	0.09%	92
2024 Q3	$177K	Hold	20,413	–	–	0.1%	88
2024 Q2	$167K	Buy	+20,413	New	+$166K	0.09%	88

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Masso Torrence Wealth Management's BDJ Position: Q3 2025 in Review

Masso Torrence Wealth Management held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2025 at 20,413 shares worth $186K. The position accounts for 0.08% of the portfolio, ranked #105.

Masso Torrence Wealth Management first reported a position in BDJ in Q2 2024 and has held it in 6 quarters since. 202 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

Masso Torrence Wealth Management held 20,413 shares of BlackRock Enhanced Equity Dividend Trust worth $186K as of Q3 2025.
Masso Torrence Wealth Management left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2025.
BlackRock Enhanced Equity Dividend Trust made up 0.08% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #105 holding.
Masso Torrence Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and has held it in 6 quarters since.
202 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.