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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
Q2 		– Sell
-513
Closed -$5.62K – 784
2026
Q1 		$5.62K Buy
+513
New +$5.99K ﹤0.01% 1910

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Lazard Asset Management
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Invesco
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Raymond James Financial
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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Root Financial Partners's BOE Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2026, closing a stake of 513 shares — an estimated $5.62K sold.

Root Financial Partners first reported a position in BOE in Q1 2026 and held it in 1 quarter. The position peaked at $5.62K in Q1 2026. 114 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Root Financial Partners reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 513 BlackRock Enhanced Global Dividend Trust shares in Q2 2026, an estimated $5.62K.
  • Root Financial Partners first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BlackRock Enhanced Global Dividend Trust position peaked at $5.62K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.