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Sheaff Brock Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$157K Sell
18,234
-12
-0.1% -$105 0.01% 418
2024
Q4 		$151K Sell
18,246
-201
-1% -$1.75K 0.01% 418
2024
Q3 		$160K Sell
18,447
-279
-1% -$2.34K 0.01% 419
2024
Q2 		$153K Sell
18,726
-52
-0.3% -$423 0.01% 413
2024
Q1 		$155K Sell
18,778
-10
-0.1% -$80 0.01% 458
2023
Q4 		$144K Sell
18,788
-9,519
-34% -$71.7K 0.01% 437
2023
Q3 		$215K Sell
28,307
-166
-0.6% -$1.33K 0.02% 387
2023
Q2 		$237K Sell
28,473
-5,622
-16% -$46.7K 0.02% 393
2023
Q1 		$293K Sell
34,095
-174
-0.5% -$1.55K 0.03% 353
2022
Q4 		$309K Sell
34,269
-10,030
-23% -$88.7K 0.03% 332
2022
Q3 		$359K Sell
44,299
-108
-0.2% -$997 0.04% 292
2022
Q2 		$392K Sell
44,407
-2,865
-6% -$26.8K 0.03% 285
2022
Q1 		$467K Sell
47,272
-60
-0.1% -$586 0.03% 289
2021
Q4 		$477K Sell
47,332
-750
-2% -$7.54K 0.03% 288
2021
Q3 		$472K Sell
48,082
-500
-1% -$5.05K 0.03% 277
2021
Q2 		$492K Sell
48,582
-1,077
-2% -$10.8K 0.04% 269
2021
Q1 		$470K Buy
49,659
+3,965
+9% +$35K 0.04% 262
2020
Q4 		$387K Sell
45,694
-5,650
-11% -$44.3K 0.03% 284
2020
Q3 		$375K Sell
51,344
-6,350
-11% -$47.3K 0.03% 257
2020
Q2 		$423K Hold
57,694
– – 0.04% 235
2020
Q1 		$377K Buy
57,694
+3,350
+6% +$28.6K 0.05% 229
2019
Q4 		$539K Sell
54,344
-293
-0.5% -$2.76K 0.05% 235
2019
Q3 		$502K Hold
54,637
– – 0.05% 240
2019
Q2 		$485K Hold
54,637
– – 0.05% 244
2019
Q1 		$467K Sell
54,637
-1,100
-2% -$9.29K 0.06% 259
2018
Q4 		$433K Buy
55,737
+4,500
+9% +$38.3K 0.07% 252
2018
Q3 		$486K Sell
51,237
-5,436
-10% -$50.9K 0.05% 272
2018
Q2 		$520K Hold
56,673
– – 0.05% 250
2018
Q1 		$495K Buy
56,673
+3,500
+7% +$32.1K 0.05% 256
2017
Q4 		$491K Buy
53,173
+3,326
+7% +$30.3K 0.06% 258
2017
Q3 		$452K Buy
49,847
+1,100
+2% +$9.78K 0.06% 273
2017
Q2 		$429K Buy
48,747
+21,312
+78% +$184K 0.06% 301
2017
Q1 		$235K Buy
27,435
+3,178
+13% +$26.5K 0.03% 466
2016
Q4 		$198K Buy
24,257
+10,500
+76% +$82.8K 0.03% 517
2016
Q3 		$109K Sell
13,757
-5,000
-27% -$39.9K 0.01% 517
2016
Q2 		$148K Sell
18,757
-700
-4% -$5.35K 0.02% 517
2016
Q1 		$147K Hold
19,457
– – 0.02% 532
2015
Q4 		$148K Buy
+19,457
New +$147K 0.02% 556

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's BDJ Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.07% in Q1 2025, selling an estimated $105 and leaving 18,234 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #418.

Sheaff Brock Investment Advisors first reported a position in BDJ in Q4 2015 and has held it in 38 quarters since. The position peaked at $539K in Q4 2019. 207 funds tracked by Wall St. Rank hold BDJ as of Q1 2025.

  • Sheaff Brock Investment Advisors held 18,234 shares of BlackRock Enhanced Equity Dividend Trust worth $157K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 12 BlackRock Enhanced Equity Dividend Trust shares in Q1 2025, an estimated $105.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #418 holding.
  • Sheaff Brock Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $539K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.