OMC Financial Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

OMC Financial Services’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 Q3	–	Sell	-66,580	Closed	-$637K	–	33
2026 Q2	$637K	Hold	66,580	–	–	0.21%	50
2026 Q1	$574K	Hold	66,580	–	–	0.22%	52
2025 Q4	$631K	Sell	66,580 -400	-0.6%	-$3.64K	0.24%	49
2025 Q3	$610K	Hold	66,980	–	–	0.23%	51
2025 Q2	$595K	Sell	66,980 -900	-1%	-$7.56K	0.24%	48
2025 Q1	$584K	Hold	67,880	–	–	0.26%	48
2024 Q4	$562K	Sell	67,880 -1,000	-1%	-$8.7K	0.24%	48
2024 Q3	$563K	Hold	68,880	–	–	0.27%	47
2024 Q2	$563K	Sell	68,880 -800	-1%	-$6.51K	0.27%	47
2024 Q1	$575K	Buy	+69,680	New	+$555K	0.29%	42

Other funds holding BDJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

OMC Financial Services's BDJ Position: Q3 2026 in Review

OMC Financial Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2026, closing a stake of 66,580 shares — an estimated $637K sold.

OMC Financial Services first reported a position in BDJ in Q1 2024 and held it in 10 quarters. The position peaked at $637K in Q2 2026. 118 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

OMC Financial Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2026 after selling out during the quarter.
OMC Financial Services sold 66,580 BlackRock Enhanced Equity Dividend Trust shares in Q3 2026, an estimated $637K.
OMC Financial Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2024 and held it in 10 quarters.
OMC Financial Services's BlackRock Enhanced Equity Dividend Trust position peaked at $637K in Q2 2026.
118 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.