Prevail Innovative Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Prevail Innovative Wealth 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
2025 Q4	–	Sell	-148,654	Closed	-$1.35M	–	193
2025 Q3	$1.35M	Sell	148,654 -12,603	-8%	-$113K	0.26%	139
2025 Q2	$1.43M	Buy	161,257 +12,218	+8%	+$103K	0.32%	111
2025 Q1	$1.28M	Buy	149,039 +24,624	+20%	+$215K	0.34%	97
2024 Q4	$1.03M	Sell	124,415 -52,576	-30%	-$457K	0.3%	101
2024 Q3	$1.53M	Sell	176,991 -3,486	-2%	-$29.2K	0.47%	73
2024 Q2	$1.47M	Buy	180,477 +72,497	+67%	+$590K	0.52%	74
2024 Q1	$891K	Buy	+107,980	New	+$861K	0.33%	101

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BDJ Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2025, closing a stake of 148,654 shares — an estimated $1.35M sold.

Prevail Innovative Wealth Advisors first reported a position in BDJ in Q1 2024 and held it in 7 quarters. The position peaked at $1.53M in Q3 2024. 203 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 148,654 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $1.35M.
Prevail Innovative Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2024 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $1.53M in Q3 2024.
203 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.