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South Plains Financial’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

South Plains Financial’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
Q2 		– Sell
-9,728
Closed -$83.7K – 231
2025
Q1 		$83.7K Hold
9,728
– – 0.07% 147
2024
Q4 		$80.5K Buy
+9,728
New +$84.6K 0.06% 154

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

South Plains Financial's BDJ Position: Q2 2025 in Review

South Plains Financial sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2025, closing a stake of 9,728 shares — an estimated $83.7K sold.

South Plains Financial first reported a position in BDJ in Q4 2024 and held it in 2 quarters. The position peaked at $83.7K in Q1 2025. 207 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

  • South Plains Financial reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2025 after selling out during the quarter.
  • South Plains Financial sold 9,728 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $83.7K.
  • South Plains Financial first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and held it in 2 quarters.
  • South Plains Financial's BlackRock Enhanced Equity Dividend Trust position peaked at $83.7K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on South Plains Financial's 13F filing for Q2 2025, filed 12 Aug 2025.