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

Summit Securities 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
2025
Q1 		– Sell
-4,533
Closed -$37.5K – 806
2024
Q4 		$37.5K Buy
+4,533
New +$39.4K 0.01% 318

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 Securities Group's BDJ Position: Q1 2025 in Review

Summit Securities Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2025, closing a stake of 4,533 shares — an estimated $37.5K sold.

Summit Securities Group first reported a position in BDJ in Q4 2024 and held it in 1 quarter. The position peaked at $37.5K in Q4 2024. 209 funds tracked by Wall St. Rank hold BDJ as of Q1 2025.

  • Summit Securities Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 4,533 BlackRock Enhanced Equity Dividend Trust shares in Q1 2025, an estimated $37.5K.
  • Summit Securities Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and held it in 1 quarter.
  • Summit Securities Group's BlackRock Enhanced Equity Dividend Trust position peaked at $37.5K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.