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

Root Financial Partners’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 		– Sell
-1,499
Closed -$14.2K – 3474
2025
Q4 		$14.2K Buy
+1,499
New +$13.7K ﹤0.01% 1345

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Wells Fargo
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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's BDJ Position: Q1 2026 in Review

Root Financial Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026, closing a stake of 1,499 shares — an estimated $14.2K sold.

Root Financial Partners first reported a position in BDJ in Q4 2025 and held it in 1 quarter. The position peaked at $14.2K in Q4 2025. 218 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Root Financial Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,499 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $14.2K.
  • Root Financial Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $14.2K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.