Spectrum Wealth Counsel’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$5.42K	Hold	500	–	–	﹤0.01%	249
2024 Q4	$5.38K	Hold	500	–	–	﹤0.01%	253
2024 Q3	$5.63K	Hold	500	–	–	﹤0.01%	267
2024 Q2	$5.3K	Hold	500	–	–	﹤0.01%	314
2024 Q1	$5.23K	Hold	500	–	–	﹤0.01%	320
2023 Q4	$4.96K	Buy	+500	New	+$4.8K	﹤0.01%	292

Other funds holding BOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Spectrum Wealth Counsel's BOE Position: Q1 2025 in Review

Spectrum Wealth Counsel held its BlackRock Enhanced Global Dividend Trust (BOE) position steady in Q1 2025 at 500 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Spectrum Wealth Counsel first reported a position in BOE in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.63K in Q3 2024. 101 funds tracked by Wall St. Rank hold BOE as of Q1 2025.

Spectrum Wealth Counsel held 500 shares of BlackRock Enhanced Global Dividend Trust worth $5.42K as of Q1 2025.
Spectrum Wealth Counsel left its BlackRock Enhanced Global Dividend Trust share count unchanged in Q1 2025.
BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #249 holding.
Spectrum Wealth Counsel first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's BlackRock Enhanced Global Dividend Trust position peaked at $5.63K in Q3 2024.
101 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.