Mosaic Family Wealth Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Mosaic Family Wealth Partners’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	$117K	Hold	12,236	–	–	0.01%	428
2026 Q1	$105K	Hold	12,236	–	–	0.01%	284
2025 Q4	$116K	Hold	12,236	–	–	0.01%	239
2025 Q3	$111K	Hold	12,236	–	–	0.01%	234
2025 Q2	$109K	Hold	12,236	–	–	0.01%	227
2025 Q1	$105K	Hold	12,236	–	–	0.02%	213
2024 Q4	$101K	Buy	12,236 +120	+1%	+$1.04K	0.01%	211
2024 Q3	$105K	Buy	+12,116	New	+$101K	0.02%	208

Other funds holding BDJ

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Mosaic Family Wealth Partners's BDJ Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 12,236 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #428.

Mosaic Family Wealth Partners first reported a position in BDJ in Q3 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Mosaic Family Wealth Partners held 12,236 shares of BlackRock Enhanced Equity Dividend Trust worth $117K as of Q2 2026.
Mosaic Family Wealth Partners left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #428 holding.
Mosaic Family Wealth Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2024 and has held it in 8 quarters since.
104 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.