Stolper & Co’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Stolper & Co’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 Q3	$628K	Sell	66,837 -1,666	-2%	-$16.2K	0.16%	77
2026 Q2	$656K	Buy	68,503 +3,841	+6%	+$35.2K	0.17%	77
2026 Q1	$709K	Sell	64,662 -34	-0.1%	-$317	0.2%	68
2025 Q4	$613K	Buy	64,696 +962	+2%	+$8.76K	0.18%	76
2025 Q3	$581K	Buy	63,734 +63	+0.1%	+$563	0.18%	77
2025 Q2	$566K	Buy	63,671 +1,776	+3%	+$14.9K	0.19%	75
2025 Q1	$532K	Buy	61,895 +694	+1%	+$6.05K	0.17%	76
2024 Q4	$507K	Sell	61,201 -896	-1%	-$7.79K	0.17%	76
2024 Q3	$537K	Sell	62,097 -163	-0.3%	-$1.36K	0.18%	77
2024 Q2	$509K	Buy	62,260 +1,398	+2%	+$11.4K	0.18%	77
2024 Q1	$502K	Buy	60,862 +2,182	+4%	+$17.4K	0.18%	76
2023 Q4	$451K	Buy	58,680 +112	+0.2%	+$844	0.18%	77
2023 Q3	$446K	Buy	+58,568	New	+$468K	0.19%	75

Other funds holding BDJ

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GJL

Greg Jennings, LLC Dewitt, New York $142M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stolper & Co's BDJ Position: Q3 2026 in Review

Stolper & Co reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2.4% in Q3 2026, selling an estimated $16.2K and leaving 66,837 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #77.

Stolper & Co first reported a position in BDJ in Q3 2023 and has held it in 13 quarters since. The position peaked at $709K in Q1 2026. 49 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

Stolper & Co held 66,837 shares of BlackRock Enhanced Equity Dividend Trust worth $628K as of Q3 2026.
Stolper & Co sold 1,666 BlackRock Enhanced Equity Dividend Trust shares in Q3 2026, an estimated $16.2K.
BlackRock Enhanced Equity Dividend Trust made up 0.16% of Stolper & Co's portfolio in Q3 2026, its #77 holding.
Stolper & Co first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2023 and has held it in 13 quarters since.
Stolper & Co's BlackRock Enhanced Equity Dividend Trust position peaked at $709K in Q1 2026.
49 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.