Root Financial Partners’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Root Financial Partners’s Portfolio BOE Stock Details BOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.62K	Buy	+513	New	+$5.99K	﹤0.01%	1910

Other funds holding BOE

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2026: 513 shares worth $5.62K. The stake represents ﹤0.01% of the portfolio and ranks #1910 among its holdings.

122 funds tracked by Wall St. Rank hold BOE as of Q1 2026.

Root Financial Partners held 513 shares of BlackRock Enhanced Global Dividend Trust worth $5.62K as of Q1 2026.
BlackRock Enhanced Global Dividend Trust was a new Root Financial Partners position in Q1 2026.
BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1910 holding.
122 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2026.

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