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 Q2	$132K	Hold	13,831	–	–	0.04%	123
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 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

Sterling Financial Planning's BDJ Position: Q2 2026 in Review

Sterling Financial Planning held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 13,831 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #123.

Sterling Financial Planning first reported a position in BDJ in Q4 2023 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Sterling Financial Planning held 13,831 shares of BlackRock Enhanced Equity Dividend Trust worth $132K as of Q2 2026.
Sterling Financial Planning left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.04% of Sterling Financial Planning's portfolio in Q2 2026, its #123 holding.
Sterling Financial Planning first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and has held it in 11 quarters since.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.