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Strong Retirement Solutions’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Strong Retirement Solutions’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 		$499K Buy
53,067
+18,484
+53% +$180K 0.28% 60
2026
Q2 		$331K Buy
34,583
+8,084
+31% +$74.1K 0.2% 68
2026
Q1 		$228K Buy
+26,499
New +$247K 0.16% 78

Other funds holding BDJ

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Strong Retirement Solutions's BDJ Position: Q3 2026 in Review

Strong Retirement Solutions increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 53% in Q3 2026, buying an estimated $180K and bringing the position to 53,067 shares worth $499K. The position accounts for 0.28% of the portfolio, ranked #60.

Strong Retirement Solutions first reported a position in BDJ in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Strong Retirement Solutions held 53,067 shares of BlackRock Enhanced Equity Dividend Trust worth $499K as of Q3 2026.
  • Strong Retirement Solutions bought 18,484 BlackRock Enhanced Equity Dividend Trust shares in Q3 2026, an estimated $180K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.28% of Strong Retirement Solutions's portfolio in Q3 2026, its #60 holding.
  • Strong Retirement Solutions first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.