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Plancorp LLC’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Plancorp LLC’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 		$212K Hold
22,000
– – 0.01% 396
2026
Q1 		$199K Hold
22,000
– – 0.01% 367
2025
Q4 		$209K Hold
22,000
– – 0.01% 349
2025
Q3 		$200K Hold
22,000
– – 0.01% 364
2025
Q2 		$196K Hold
22,000
– – 0.01% 357
2025
Q1 		$189K Hold
22,000
– – 0.01% 346
2024
Q4 		$182K Buy
22,000
+8,000
+57% +$69.6K 0.01% 311
2024
Q3 		$121K Buy
+14,000
New +$117K ﹤0.01% 306

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plancorp LLC's BDJ Position: Q2 2026 in Review

Plancorp LLC held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 22,000 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #396.

Plancorp LLC first reported a position in BDJ in Q3 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Plancorp LLC held 22,000 shares of BlackRock Enhanced Equity Dividend Trust worth $212K as of Q2 2026.
  • Plancorp LLC left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #396 holding.
  • Plancorp LLC first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2024 and has held it in 8 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.