StoneX Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

StoneX Group’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	$515K	Buy	59,757 +6,472	+12%	+$60.4K	0.03%	411
2025 Q4	$505K	Sell	53,285 -1,800	-3%	-$16.4K	0.02%	529
2025 Q3	$502K	Sell	55,085 -3,373	-6%	-$30.1K	0.02%	529
2025 Q2	$520K	Sell	58,458 -1,701	-3%	-$14.3K	0.03%	490
2025 Q1	$517K	Sell	60,159 -4,995	-8%	-$43.5K	0.03%	461
2024 Q4	$539K	Buy	+65,154	New	+$567K	0.03%	450

Other funds holding BDJ

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

StoneX Group's BDJ Position: Q1 2026 in Review

StoneX Group increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 12% in Q1 2026, buying an estimated $60.4K and bringing the position to 59,757 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #411.

StoneX Group first reported a position in BDJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q4 2024. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

StoneX Group held 59,757 shares of BlackRock Enhanced Equity Dividend Trust worth $515K as of Q1 2026.
StoneX Group bought 6,472 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $60.4K.
BlackRock Enhanced Equity Dividend Trust made up 0.03% of StoneX Group's portfolio in Q1 2026, its #411 holding.
StoneX Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and has held it in 6 quarters since.
StoneX Group's BlackRock Enhanced Equity Dividend Trust position peaked at $539K in Q4 2024.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.