Shulman DeMeo Asset Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Shulman DeMeo Asset Management’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
2026 Q2	$1.23M	Sell	129,042 -539	-0.4%	-$4.94K	0.23%	35
2026 Q1	$1.12M	Sell	129,581 -5,798	-4%	-$54.1K	0.24%	37
2025 Q4	$1.28M	Sell	135,379 -178	-0.1%	-$1.62K	0.29%	27
2025 Q3	$1.23M	Sell	135,557 -1,505	-1%	-$13.4K	0.28%	27
2025 Q2	$1.22M	Sell	137,062 -4,531	-3%	-$38.1K	0.3%	26
2025 Q1	$1.22M	Sell	141,593 -2,661	-2%	-$23.2K	0.34%	25
2024 Q4	$1.19M	Sell	144,254 -28	-0%	-$244	0.32%	24
2024 Q3	$1.25M	Sell	144,282 -65	-0%	-$544	0.31%	27
2024 Q2	$1.18M	Sell	144,347 -312	-0.2%	-$2.54K	0.31%	27
2024 Q1	$1.19M	Sell	144,659 -1,481	-1%	-$11.8K	0.32%	25
2023 Q4	$1.12M	Sell	146,140 -59	-0%	-$444	0.32%	29
2023 Q3	$1.11M	Sell	146,199 -121	-0.1%	-$967	0.37%	25
2023 Q2	$1.22M	Sell	146,320 -507	-0.3%	-$4.21K	0.37%	25
2023 Q1	$1.26M	Sell	146,827 -955	-0.6%	-$8.51K	0.4%	22
2022 Q4	$1.33M	Sell	147,782 -2,554	-2%	-$22.6K	0.44%	20
2022 Q3	$1.22M	Sell	150,336 -431	-0.3%	-$3.98K	0.43%	22
2022 Q2	$1.33M	Sell	150,767 -1,402	-0.9%	-$13.1K	0.44%	23
2022 Q1	$1.51M	Sell	152,169 -7,960	-5%	-$77.7K	0.42%	22
2021 Q4	$1.61M	Buy	+160,129	New	+$1.61M	0.42%	23
2021 Q3	–	Sell	-161,530	Closed	-$1.64M	–	89
2021 Q2	$1.64M	Sell	161,530 -766	-0.5%	-$7.69K	0.64%	11
2021 Q1	$1.53M	Sell	162,296 -7,149	-4%	-$63.1K	0.42%	28
2020 Q4	$1.44M	Sell	169,445 -8,681	-5%	-$68K	0.41%	28
2020 Q3	$1.3M	Buy	178,126 +81	+0%	+$604	0.44%	25
2020 Q2	$1.31M	Sell	178,045 -2,507	-1%	-$17.9K	0.51%	22
2020 Q1	$1.18M	Sell	180,552 -1,250	-0.7%	-$10.7K	0.55%	21
2019 Q4	$1.8M	Sell	181,802 -150	-0.1%	-$1.41K	0.63%	16
2019 Q3	$1.67M	Sell	181,952 -545	-0.3%	-$4.9K	0.56%	22
2019 Q2	$1.62M	Sell	182,497 -2,460	-1%	-$21.2K	0.6%	18
2019 Q1	$1.58M	Sell	184,957 -3,872	-2%	-$32.7K	0.6%	18
2018 Q4	$1.47M	Buy	+188,829	New	+$1.61M	0.81%	11

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shulman DeMeo Asset Management's BDJ Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.42% in Q2 2026, selling an estimated $4.94K and leaving 129,042 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #35.

Shulman DeMeo Asset Management first reported a position in BDJ in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.8M in Q4 2019. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Shulman DeMeo Asset Management held 129,042 shares of BlackRock Enhanced Equity Dividend Trust worth $1.23M as of Q2 2026.
Shulman DeMeo Asset Management sold 539 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $4.94K.
BlackRock Enhanced Equity Dividend Trust made up 0.23% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #35 holding.
Shulman DeMeo Asset Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's BlackRock Enhanced Equity Dividend Trust position peaked at $1.8M in Q4 2019.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.