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Sowell Financial Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-10,694
Closed -$95.1K – 1080
2025
Q2 		$95.1K Sell
10,694
-2,868
-21% -$24.1K ﹤0.01% 1013
2025
Q1 		$117K Buy
+13,562
New +$118K 0.01% 968
2023
Q2 		– Sell
-16,232
Closed -$139K – 579
2023
Q1 		$139K Buy
+16,232
New +$145K 0.01% 714
2021
Q2 		– Sell
-26,053
Closed -$263K – 745
2021
Q1 		$263K Buy
26,053
+6,409
+33% +$56.6K 0.01% 900
2020
Q4 		$166K Buy
19,644
+3,042
+18% +$23.8K 0.01% 924
2020
Q3 		$121K Sell
16,602
-979
-6% -$7.3K 0.01% 908
2020
Q2 		$129K Buy
17,581
+47
+0.3% +$335 0.01% 886
2020
Q1 		$114K Buy
17,534
+69
+0.4% +$589 0.01% 800
2019
Q4 		$173K Sell
17,465
-1,246
-7% -$11.7K 0.01% 760
2019
Q3 		$172K Buy
+18,711
New +$168K 0.01% 686
2019
Q1 		$159K Buy
+18,646
New +$157K 0.02% 542
2018
Q4 		– Sell
-18,584
Closed -$176K – 466
2018
Q3 		$176K Buy
18,584
+10
+0.1% +$94 0.03% 343
2018
Q2 		$174K Buy
18,574
+28
+0.2% +$253 0.04% 275
2018
Q1 		$164K Buy
18,546
+38
+0.2% +$348 0.04% 257
2017
Q4 		$175K Buy
18,508
+18
+0.1% +$164 0.04% 246
2017
Q3 		$171K Sell
18,490
-1,889
-9% -$16.8K 0.04% 239
2017
Q2 		$183K Buy
20,379
+27
+0.1% +$234 0.05% 242
2017
Q1 		$178K Buy
20,352
+2,697
+15% +$22.5K 0.05% 242
2016
Q4 		$148K Buy
+17,655
New +$139K 0.05% 223

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
GC
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
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sowell Financial Services's BDJ Position: Q3 2025 in Review

Sowell Financial Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2025, closing a stake of 10,694 shares — an estimated $95.1K sold.

Sowell Financial Services first reported a position in BDJ in Q4 2016 and held it in 19 quarters. The position peaked at $263K in Q1 2021. 203 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

  • Sowell Financial Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 10,694 BlackRock Enhanced Equity Dividend Trust shares in Q3 2025, an estimated $95.1K.
  • Sowell Financial Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2016 and held it in 19 quarters.
  • Sowell Financial Services's BlackRock Enhanced Equity Dividend Trust position peaked at $263K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.