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

Optima Capital’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
Q1 		– Sell
-3,662
Closed -$34.7K – 269
2025
Q4 		$34.7K Buy
+3,662
New +$33.4K 0.02% 354

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Wells Fargo
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optima Capital's BDJ Position: Q1 2026 in Review

Optima Capital sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 3,662 shares — an estimated $34.7K sold.

Optima Capital first reported a position in BDJ in Q4 2025 and held it in 1 quarter. The position peaked at $34.7K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Optima Capital reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 3,662 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $34.7K.
  • Optima Capital first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and held it in 1 quarter.
  • Optima Capital's BlackRock Enhanced Equity Dividend Trust position peaked at $34.7K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.