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Pinnacle Wealth Planning Services’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Buy
8,529
+167
+2% +$1.96K 0.01% 848
2026
Q1 		$91.6K Hold
8,362
– – 0.01% 847
2025
Q4 		$97.9K Buy
+8,362
New +$96.9K 0.01% 798
2024
Q4 		– Sell
-10,305
Closed -$116K – 413
2024
Q3 		$116K Sell
10,305
-2,139
-17% -$23.3K 0.02% 497
2024
Q2 		$132K Buy
12,444
+138
+1% +$1.43K 0.02% 461
2024
Q1 		$129K Buy
12,306
+982
+9% +$9.96K 0.02% 468
2023
Q4 		$112K Sell
11,324
-177
-2% -$1.7K 0.02% 452
2023
Q3 		$108K Sell
11,501
-247
-2% -$2.44K 0.02% 413
2023
Q2 		$118K Sell
11,748
-1,022
-8% -$10.2K 0.02% 419
2023
Q1 		$127K Sell
12,770
-1,865
-13% -$18.7K 0.02% 422
2022
Q4 		$140K Sell
14,635
-3,901
-21% -$36.6K 0.02% 385
2022
Q3 		$163K Sell
18,536
-394
-2% -$3.89K 0.03% 339
2022
Q2 		$185K Sell
18,930
-1,218
-6% -$12.8K 0.03% 356
2022
Q1 		$228K Buy
20,148
+848
+4% +$9.77K 0.04% 340
2021
Q4 		$235K Buy
19,300
+132
+0.7% +$1.59K 0.05% 321
2021
Q3 		$224K Sell
19,168
-565
-3% -$7.01K 0.05% 300
2021
Q2 		$248K Sell
19,733
-29
-0.1% -$353 0.06% 272
2021
Q1 		$227K Sell
19,762
-799
-4% -$8.86K 0.06% 271
2020
Q4 		$224K Sell
20,561
-32
-0.2% -$327 0.05% 257
2020
Q3 		$197K Sell
20,593
-2,143
-9% -$20.8K 0.07% 243
2020
Q2 		$214K Buy
22,736
+2,252
+11% +$20.5K 0.07% 212
2020
Q1 		$169K Buy
20,484
+202
+1% +$2.04K 0.08% 201
2019
Q4 		$222K Buy
20,282
+1,772
+10% +$18.8K 0.1% 193
2019
Q3 		$193K Sell
18,510
-3,878
-17% -$40.4K 0.11% 185
2019
Q2 		$240K Buy
22,388
+1,682
+8% +$17.8K 0.14% 140
2019
Q1 		$221K Buy
20,706
+7,952
+62% +$81.8K 0.15% 136
2018
Q4 		$119K Sell
12,754
-3,627
-22% -$36.6K 0.08% 137
2018
Q3 		$181K Buy
16,381
+620
+4% +$6.9K 0.17% 164
2018
Q2 		$175K Buy
15,761
+1,321
+9% +$14.9K 0.17% 170
2018
Q1 		$167K Buy
14,440
+12,612
+690% +$154K 0.17% 166
2017
Q4 		$23K Buy
+1,828
New +$24.4K 0.05% 144

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's BOE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BlackRock Enhanced Global Dividend Trust (BOE) stake by 2% in Q2 2026, buying an estimated $1.96K and bringing the position to 8,529 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #848.

Pinnacle Wealth Planning Services first reported a position in BOE in Q4 2017 and has held it in 31 quarters since. The position peaked at $248K in Q2 2021. 114 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,529 shares of BlackRock Enhanced Global Dividend Trust worth $103K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 167 BlackRock Enhanced Global Dividend Trust shares in Q2 2026, an estimated $1.96K.
  • BlackRock Enhanced Global Dividend Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #848 holding.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2017 and has held it in 31 quarters since.
  • Pinnacle Wealth Planning Services's BlackRock Enhanced Global Dividend Trust position peaked at $248K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.