SPIA
BDJ icon

Steward Partners Investment Advisory’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Steward Partners Investment Advisory’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 		$3.48M Buy
403,819
+131,980
+49% +$1.23M 0.02% 645
2025
Q4 		$2.58M Sell
271,839
-4,532
-2% -$41.3K 0.01% 679
2025
Q3 		$2.52M Buy
276,371
+1,667
+0.6% +$14.9K 0.01% 687
2025
Q2 		$2.44M Buy
274,704
+20,610
+8% +$173K 0.02% 651
2025
Q1 		$2.19M Sell
254,094
-1,851
-0.7% -$16.1K 0.02% 642
2024
Q4 		$2.12M Buy
255,945
+5,008
+2% +$43.6K 0.02% 620
2024
Q3 		$2.17M Sell
250,937
-8,638
-3% -$72.4K 0.02% 597
2024
Q2 		$2.12M Sell
259,575
-341
-0.1% -$2.77K 0.02% 566
2024
Q1 		$2.14M Buy
259,916
+4,607
+2% +$36.7K 0.02% 566
2023
Q4 		$1.96M Sell
255,309
-5,631
-2% -$42.4K 0.03% 509
2023
Q3 		$1.99M Buy
260,940
+30,707
+13% +$245K 0.03% 475
2023
Q2 		$1.92M Sell
230,233
-313,790
-58% -$2.61M 0.03% 491
2023
Q1 		$4.67M Buy
544,023
+9,367
+2% +$83.5K 0.07% 267
2022
Q4 		$4.82M Buy
534,656
+25,153
+5% +$222K 0.08% 255
2022
Q3 		$4.13M Buy
509,503
+1,802
+0.4% +$16.6K 0.08% 266
2022
Q2 		$4.48M Sell
507,701
-48,707
-9% -$456K 0.08% 256
2022
Q1 		$5.51M Buy
556,408
+36,026
+7% +$352K 0.09% 241
2021
Q4 		$5.25M Sell
520,382
-15,069
-3% -$152K 0.08% 256
2021
Q3 		$5.25M Buy
535,451
+22,779
+4% +$230K 0.09% 247
2021
Q2 		$5.19M Sell
512,672
-57
-0% -$573 0.09% 237
2021
Q1 		$4.85M Buy
512,729
+285,374
+126% +$2.52M 0.09% 251
2020
Q4 		$1.93M Buy
227,355
+197,538
+663% +$1.55M 0.04% 375
2020
Q3 		$218K Buy
29,817
+4,156
+16% +$31K 0.01% 910
2020
Q2 		$188K Buy
25,661
+35
+0.1% +$250 0.01% 899
2020
Q1 		$167K Buy
25,626
+22
+0.1% +$188 0.01% 845
2019
Q4 		$254K Buy
25,604
+38
+0.1% +$358 0.01% 814
2019
Q3 		$234K Buy
25,566
+2,313
+10% +$20.8K 0.01% 792
2019
Q2 		$206K Buy
23,253
+18
+0.1% +$155 0.01% 807
2019
Q1 		$198K Buy
23,235
+3,318
+17% +$28K 0.01% 742
2018
Q4 		$154K Buy
19,917
+2,922
+17% +$24.8K 0.01% 720
2018
Q3 		$161K Buy
16,995
+715
+4% +$6.69K 0.01% 783
2018
Q2 		$149K Buy
16,280
+1,614
+11% +$14.6K 0.01% 733
2018
Q1 		$128K Buy
14,666
+15
+0.1% +$138 0.01% 713
2017
Q4 		$135K Buy
14,651
+3,234
+28% +$29.5K 0.01% 589
2017
Q3 		$103K Buy
11,417
+14
+0.1% +$124 0.01% 539
2017
Q2 		$100K Buy
11,403
+1,009
+10% +$8.73K 0.01% 495
2017
Q1 		$88K Buy
10,394
+891
+9% +$7.43K 0.01% 455
2016
Q4 		$77K Buy
+9,503
New +$74.9K 0.04% 266

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's BDJ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 49% in Q1 2026, buying an estimated $1.23M and bringing the position to 403,819 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #645.

Steward Partners Investment Advisory first reported a position in BDJ in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.51M in Q1 2022. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Steward Partners Investment Advisory held 403,819 shares of BlackRock Enhanced Equity Dividend Trust worth $3.48M as of Q1 2026.
  • Steward Partners Investment Advisory bought 131,980 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $1.23M.
  • BlackRock Enhanced Equity Dividend Trust made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #645 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's BlackRock Enhanced Equity Dividend Trust position peaked at $5.51M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.