Root Financial Partners
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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
Q3 		$5.57K Buy
+477
New +$5.83K ﹤0.01% 2190
2026
Q2 		– Sell
-513
Closed -$5.62K – 784
2026
Q1 		$5.62K Buy
+513
New +$5.99K ﹤0.01% 1910

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Raymond James Financial
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Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
LPL Financial
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Allspring Global Investments
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Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Thrivent Financial for Lutherans
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Root Financial Partners's BOE Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2026: 477 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #2190 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BOE as recently as Q1 2026.

Root Financial Partners first reported a position in BOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.62K in Q1 2026. 102 funds tracked by Wall St. Rank hold BOE as of Q3 2026.

  • Root Financial Partners held 477 shares of BlackRock Enhanced Global Dividend Trust worth $5.57K as of Q3 2026.
  • BlackRock Enhanced Global Dividend Trust was a new Root Financial Partners position in Q3 2026.
  • BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2190 holding.
  • Root Financial Partners first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's BlackRock Enhanced Global Dividend Trust position peaked at $5.62K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.