Peak Planning Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Peak Planning Group’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	$233K	Sell	24,367 -4,530	-16%	-$41.5K	0.05%	119
2026 Q1	$249K	Buy	28,897 +497	+2%	+$4.64K	0.07%	105
2025 Q4	$269K	Buy	28,400 +592	+2%	+$5.39K	0.08%	102
2025 Q3	$253K	Sell	27,808 -2,017	-7%	-$18K	0.13%	76
2025 Q2	$265K	Buy	29,825 +552	+2%	+$4.64K	0.17%	72
2025 Q1	$252K	Buy	29,273 +527	+2%	+$4.59K	0.11%	102
2024 Q4	$238K	Buy	28,746 +491	+2%	+$4.27K	0.1%	105
2024 Q3	$244K	Buy	28,255 +471	+2%	+$3.94K	0.11%	99
2024 Q2	$227K	Buy	+27,784	New	+$226K	0.11%	96

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peak Planning Group's BDJ Position: Q2 2026 in Review

Peak Planning Group reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 16% in Q2 2026, selling an estimated $41.5K and leaving 24,367 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #119.

Peak Planning Group first reported a position in BDJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $269K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Peak Planning Group held 24,367 shares of BlackRock Enhanced Equity Dividend Trust worth $233K as of Q2 2026.
Peak Planning Group sold 4,530 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $41.5K.
BlackRock Enhanced Equity Dividend Trust made up 0.05% of Peak Planning Group's portfolio in Q2 2026, its #119 holding.
Peak Planning Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's BlackRock Enhanced Equity Dividend Trust position peaked at $269K in Q4 2025.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.