Optimum Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Optimum Investment Advisors’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	$10.9K	Hold	1,198	–	–	﹤0.01%	501
2025 Q2	$10.7K	Hold	1,198	–	–	﹤0.01%	502
2025 Q1	$10.3K	Hold	1,198	–	–	﹤0.01%	511
2024 Q4	$9.92K	Sell	1,198 -396	-25%	-$3.44K	﹤0.01%	509
2024 Q3	$13.8K	Sell	1,594 -406	-20%	-$3.4K	0.01%	499
2024 Q2	$16.3K	Hold	2,000	–	–	0.01%	470
2024 Q1	$16.5K	Hold	2,000	–	–	0.01%	471
2023 Q4	$15.4K	Hold	2,000	–	–	0.01%	475
2023 Q3	$15.2K	Hold	2,000	–	–	0.01%	502
2023 Q2	$16.7K	Hold	2,000	–	–	0.01%	498
2023 Q1	$17.2K	Hold	2,000	–	–	0.01%	496
2022 Q4	$18K	Hold	2,000	–	–	0.01%	507
2022 Q3	$16K	Hold	2,000	–	–	0.01%	524
2022 Q2	$18K	Hold	2,000	–	–	0.01%	528
2022 Q1	$20K	Hold	2,000	–	–	0.01%	560
2021 Q4	$20K	Hold	2,000	–	–	0.01%	593
2021 Q3	$20K	Hold	2,000	–	–	0.01%	590
2021 Q2	$20K	Hold	2,000	–	–	0.01%	657
2021 Q1	$19K	Hold	2,000	–	–	0.01%	676
2020 Q4	$17K	Buy	2,000 +230	+13%	+$1.8K	0.01%	646
2020 Q3	$13K	Hold	1,770	–	–	﹤0.01%	657
2020 Q2	$13K	Hold	1,770	–	–	﹤0.01%	656
2020 Q1	$12K	Hold	1,770	–	–	﹤0.01%	650
2019 Q4	$18K	Buy	1,770 +1,410	+392%	+$13.3K	0.01%	684
2019 Q3	$3K	Hold	360	–	–	﹤0.01%	913
2019 Q2	$3K	Buy	+360	New	+$3.11K	﹤0.01%	874
2014 Q1	–	Sell	-1,500	Closed	-$12K	–	746
2013 Q4	$12K	Hold	1,500	–	–	﹤0.01%	585
2013 Q3	$11K	Buy	+1,500	New	+$11.5K	﹤0.01%	569

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 $645M AUM 27.59% 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

Optimum Investment Advisors's BDJ Position: Q3 2025 in Review

Optimum Investment Advisors held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2025 at 1,198 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Optimum Investment Advisors first reported a position in BDJ in Q3 2013 and has held it in 28 quarters since. The position peaked at $20K in Q1 2022. 202 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

Optimum Investment Advisors held 1,198 shares of BlackRock Enhanced Equity Dividend Trust worth $10.9K as of Q3 2025.
Optimum Investment Advisors left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2025.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #501 holding.
Optimum Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2013 and has held it in 28 quarters since.
Optimum Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $20K in Q1 2022.
202 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.