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Sax Wealth Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Sax Wealth Advisors’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 		$935K Hold
85,274
– – 0.04% 242
2026
Q1 		$999K Hold
85,274
– – 0.05% 193
2025
Q4 		$999K Buy
+85,274
New +$988K 0.05% 200

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sax Wealth Advisors's BOE Position: Q2 2026 in Review

Sax Wealth Advisors held its BlackRock Enhanced Global Dividend Trust (BOE) position steady in Q2 2026 at 85,274 shares worth $935K. The position accounts for 0.04% of the portfolio, ranked #242.

Sax Wealth Advisors first reported a position in BOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $999K in Q1 2026. 115 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Sax Wealth Advisors held 85,274 shares of BlackRock Enhanced Global Dividend Trust worth $935K as of Q2 2026.
  • Sax Wealth Advisors left its BlackRock Enhanced Global Dividend Trust share count unchanged in Q2 2026.
  • BlackRock Enhanced Global Dividend Trust made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • Sax Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $999K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.