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Steward Partners Investment Advisory’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$322K Sell
29,373
-1,600
-5% -$18.7K ﹤0.01% 1773
2025
Q4 		$363K Hold
30,973
– – ﹤0.01% 1610
2025
Q3 		$358K Sell
30,973
-2,982
-9% -$34.2K ﹤0.01% 1558
2025
Q2 		$385K Buy
33,955
+2,900
+9% +$31.5K ﹤0.01% 1423
2025
Q1 		$337K Hold
31,055
– – ﹤0.01% 1386
2024
Q4 		$334K Hold
31,055
– – ﹤0.01% 1346
2024
Q3 		$350K Sell
31,055
-919
-3% -$10K ﹤0.01% 1268
2024
Q2 		$339K Hold
31,974
– – ﹤0.01% 1229
2024
Q1 		$334K Buy
31,974
+1,952
+7% +$19.8K ﹤0.01% 1217
2023
Q4 		$298K Buy
30,022
+600
+2% +$5.76K ﹤0.01% 1220
2023
Q3 		$277K Buy
29,422
+1,104
+4% +$10.9K ﹤0.01% 1149
2023
Q2 		$285K Sell
28,318
-4,296
-13% -$42.9K ﹤0.01% 1143
2023
Q1 		$324K Buy
32,614
+98
+0.3% +$983 0.01% 1082
2022
Q4 		$311K Sell
32,516
-17,918
-36% -$168K 0.01% 1063
2022
Q3 		$444K Hold
50,434
– – 0.01% 896
2022
Q2 		$493K Buy
50,434
+2,354
+5% +$24.7K 0.01% 855
2022
Q1 		$544K Sell
48,080
-4,625
-9% -$53.3K 0.01% 901
2021
Q4 		$642K Buy
52,705
+25,372
+93% +$306K 0.01% 862
2021
Q3 		$320K Buy
27,333
+2,615
+11% +$32.4K 0.01% 1078
2021
Q2 		$310K Hold
24,718
– – 0.01% 1168
2021
Q1 		$284K Hold
24,718
– – 0.01% 1115
2020
Q4 		$270K Hold
24,718
– – 0.01% 953
2020
Q3 		$237K Buy
24,718
+5,600
+29% +$54.3K 0.01% 887
2020
Q2 		$180K Buy
19,118
+2,100
+12% +$19.1K 0.01% 916
2020
Q1 		$141K Sell
17,018
-2,289
-12% -$23.1K 0.01% 888
2019
Q4 		$212K Sell
19,307
-76
-0.4% -$807 0.01% 862
2019
Q3 		$202K Hold
19,383
– – 0.01% 848
2019
Q2 		$207K Hold
19,383
– – 0.01% 806
2019
Q1 		$207K Buy
19,383
+9,034
+87% +$92.9K 0.01% 734
2018
Q4 		$96K Sell
10,349
-341
-3% -$3.45K ﹤0.01% 749
2018
Q3 		$117K Buy
10,690
+1,750
+20% +$19.5K 0.01% 877
2018
Q2 		$99K Buy
8,940
+6,031
+207% +$68.1K 0.01% 852
2018
Q1 		$33K Hold
2,909
– – ﹤0.01% 1144
2017
Q4 		$36K Hold
2,909
– – ﹤0.01% 937
2017
Q3 		$39K Hold
2,909
– – ﹤0.01% 754
2017
Q2 		$38K Hold
2,909
– – ﹤0.01% 688
2017
Q1 		$36K Buy
2,909
+341
+13% +$4.16K 0.01% 618
2016
Q4 		$29K Buy
+2,568
New +$29.9K 0.01% 402

Other funds holding BOE

Morgan Stanley
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its BlackRock Enhanced Global Dividend Trust (BOE) stake by 5.2% in Q1 2026, selling an estimated $18.7K and leaving 29,373 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Steward Partners Investment Advisory first reported a position in BOE in Q4 2016 and has held it in 38 quarters since. The position peaked at $642K in Q4 2021. 122 funds tracked by Wall St. Rank hold BOE as of Q1 2026.

  • Steward Partners Investment Advisory held 29,373 shares of BlackRock Enhanced Global Dividend Trust worth $322K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,600 BlackRock Enhanced Global Dividend Trust shares in Q1 2026, an estimated $18.7K.
  • BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1773 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's BlackRock Enhanced Global Dividend Trust position peaked at $642K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2026.

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