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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
Q2 		$166K Sell
17,332
-1,745
-9% -$16K ﹤0.01% 1522
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 $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

Principal Securities's BDJ Position: Q2 2026 in Review

Principal Securities reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 9.1% in Q2 2026, selling an estimated $16K and leaving 17,332 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Principal Securities first reported a position in BDJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $249K in Q3 2024. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Principal Securities held 17,332 shares of BlackRock Enhanced Equity Dividend Trust worth $166K as of Q2 2026.
  • Principal Securities sold 1,745 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $16K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1522 holding.
  • Principal Securities first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's BlackRock Enhanced Equity Dividend Trust position peaked at $249K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.