Sterling Financial Planning’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Sterling Financial Planning’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 Q1	$119K	Hold	13,831	–	–	0.04%	117
2025 Q4	$131K	Hold	13,831	–	–	0.04%	120
2025 Q3	$126K	Hold	13,831	–	–	0.04%	116
2025 Q2	$123K	Hold	13,831	–	–	0.04%	116
2025 Q1	$119K	Hold	13,831	–	–	0.04%	109
2024 Q4	$115K	Hold	13,831	–	–	0.04%	108
2024 Q3	$120K	Hold	13,831	–	–	0.04%	108
2024 Q2	$113K	Hold	13,831	–	–	0.05%	106
2024 Q1	$114K	Hold	13,831	–	–	0.05%	105
2023 Q4	$106K	Buy	+13,831	New	+$104K	0.05%	102

Other funds holding BDJ

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return