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PlanVest Financial’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

PlanVest Financial’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 		$23.3K Buy
2,436
+49
+2% +$449 0.02% 319
2026
Q1 		$20.6K Buy
+2,387
New +$22.3K 0.02% 314

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

PlanVest Financial's BDJ Position: Q2 2026 in Review

PlanVest Financial increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2.1% in Q2 2026, buying an estimated $449 and bringing the position to 2,436 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #319.

PlanVest Financial first reported a position in BDJ in Q1 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • PlanVest Financial held 2,436 shares of BlackRock Enhanced Equity Dividend Trust worth $23.3K as of Q2 2026.
  • PlanVest Financial bought 49 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $449.
  • BlackRock Enhanced Equity Dividend Trust made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #319 holding.
  • PlanVest Financial first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.