Northwest Capital Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Northwest Capital 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 Q2	–	Sell	-4,375	Closed	-$37.6K	–	365
2025 Q1	$37.6K	Hold	4,375	–	–	0.02%	210
2024 Q4	$36.2K	Hold	4,375	–	–	0.02%	209
2024 Q3	$37.8K	Hold	4,375	–	–	0.01%	211
2024 Q2	$35.7K	Hold	4,375	–	–	0.01%	205
2024 Q1	$36.1K	Hold	4,375	–	–	0.01%	255
2023 Q4	$33.6K	Hold	4,375	–	–	0.01%	251
2023 Q3	$33.3K	Hold	4,375	–	–	0.01%	237
2023 Q2	$36.5K	Buy	+4,375	New	+$36.4K	0.02%	235

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Northwest Capital Management's BDJ Position: Q2 2025 in Review

Northwest Capital Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2025, closing a stake of 4,375 shares — an estimated $37.6K sold.

Northwest Capital Management first reported a position in BDJ in Q2 2023 and held it in 8 quarters. The position peaked at $37.8K in Q3 2024. 207 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

Northwest Capital Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 4,375 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $37.6K.
Northwest Capital Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's BlackRock Enhanced Equity Dividend Trust position peaked at $37.8K in Q3 2024.
207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.