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Plante Moran Financial Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Plante Moran Financial 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
2026
Q1 		$2.6K Hold
301
– – ﹤0.01% 617
2025
Q4 		$2.85K Hold
301
– – ﹤0.01% 703
2025
Q3 		$2.74K Sell
301
-45
-13% -$402 ﹤0.01% 655
2025
Q2 		$3.08K Buy
346
+45
+15% +$378 ﹤0.01% 659
2025
Q1 		$2.59K Hold
301
– – ﹤0.01% 689
2024
Q4 		$2.49K Sell
301
-99
-25% -$861 ﹤0.01% 766
2024
Q3 		$3.46K Sell
400
-350
-47% -$2.93K ﹤0.01% 718
2024
Q2 		$6.13K Hold
750
– – ﹤0.01% 635
2024
Q1 		$6.19K Hold
750
– – ﹤0.01% 669
2023
Q4 		$5.77K Hold
750
– – ﹤0.01% 634
2023
Q3 		$5.71K Sell
750
-250
-25% -$2K ﹤0.01% 586
2023
Q2 		$8.34K Hold
1,000
– – ﹤0.01% 573
2023
Q1 		$8.59K Hold
1,000
– – ﹤0.01% 584
2022
Q4 		$9.01K Hold
1,000
– – ﹤0.01% 594
2022
Q3 		$8K Hold
1,000
– – ﹤0.01% 611
2022
Q2 		$9K Hold
1,000
– – ﹤0.01% 621
2022
Q1 		$10K Buy
+1,000
New +$9.77K ﹤0.01% 592
2020
Q2 		– Sell
-2,390
Closed -$16K – 751
2020
Q1 		$16K Hold
2,390
– – 0.01% 419
2019
Q4 		$24K Hold
2,390
– – 0.01% 432
2019
Q3 		$22K Hold
2,390
– – 0.01% 474
2019
Q2 		$21K Buy
+2,390
New +$20.6K 0.01% 469
2014
Q4 		– Sell
-3,758
Closed -$31K – 808
2014
Q3 		$31K Hold
3,758
– – 0.03% 328
2014
Q2 		$32K Buy
+3,758
New +$30.6K 0.03% 299

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Plante Moran Financial Advisors's BDJ Position: Q1 2026 in Review

Plante Moran Financial Advisors held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q1 2026 at 301 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Plante Moran Financial Advisors first reported a position in BDJ in Q2 2014 and has held it in 23 quarters since. The position peaked at $32K in Q2 2014. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Plante Moran Financial Advisors held 301 shares of BlackRock Enhanced Equity Dividend Trust worth $2.6K as of Q1 2026.
  • Plante Moran Financial Advisors left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q1 2026.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #617 holding.
  • Plante Moran Financial Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2014 and has held it in 23 quarters since.
  • Plante Moran Financial Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $32K in Q2 2014.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.