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Summit Financial’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Summit Financial’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
Q2 		$523K Buy
54,698
+362
+0.7% +$3.32K 0.01% 1072
2026
Q1 		$468K Sell
54,336
-1,711
-3% -$16K 0.01% 1022
2025
Q4 		$531K Buy
56,047
+7,766
+16% +$70.7K 0.01% 874
2025
Q3 		$440K Buy
48,281
+12,567
+35% +$112K 0.01% 920
2025
Q2 		$317K Buy
+35,714
New +$300K 0.01% 668

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's BDJ Position: Q2 2026 in Review

Summit Financial increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.67% in Q2 2026, buying an estimated $3.32K and bringing the position to 54,698 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #1072.

Summit Financial first reported a position in BDJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $531K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Summit Financial held 54,698 shares of BlackRock Enhanced Equity Dividend Trust worth $523K as of Q2 2026.
  • Summit Financial bought 362 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $3.32K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1072 holding.
  • Summit Financial first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's BlackRock Enhanced Equity Dividend Trust position peaked at $531K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.