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Principal Securities’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Principal Securities’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 		$164K Sell
19,077
-2,926
-13% -$27.3K ﹤0.01% 1393
2025
Q4 		$209K Buy
22,003
+93
+0.4% +$847 ﹤0.01% 1309
2025
Q3 		$200K Sell
21,910
-442
-2% -$3.95K ﹤0.01% 1282
2025
Q2 		$199K Sell
22,352
-6,400
-22% -$53.8K ﹤0.01% 1240
2025
Q1 		$238K Hold
28,752
– – 0.01% 1060
2024
Q4 		$238K Hold
28,752
– – 0.01% 1058
2024
Q3 		$249K Buy
28,752
+140
+0.5% +$1.17K 0.01% 1017
2024
Q2 		$234K Buy
28,612
+44
+0.2% +$358 0.01% 982
2024
Q1 		$236K Hold
28,568
– – 0.01% 950
2023
Q4 		$220K Buy
+28,568
New +$215K 0.01% 906

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