SS
BDJ icon

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

Sunbelt Securities’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 		$12.4K Hold
1,440
– – ﹤0.01% 1442
2025
Q4 		$13.7K Sell
1,440
-7,300
-84% -$66.5K ﹤0.01% 1360
2025
Q3 		$79.6K Sell
8,740
-13,394
-61% -$120K 0.01% 885
2025
Q2 		$183K Buy
22,134
+13,394
+153% +$113K 0.02% 609
2025
Q1 		$75.2K Sell
8,740
-13,394
-61% -$117K 0.01% 801
2024
Q4 		$184K Buy
22,134
+1,000
+5% +$8.7K 0.02% 607
2024
Q3 		$183K Buy
21,134
+1,440
+7% +$12.1K 0.02% 614
2024
Q2 		$161K Sell
19,694
-30,622
-61% -$249K 0.02% 622
2024
Q1 		$415K Sell
50,316
-24,316
-33% -$194K 0.05% 363
2023
Q4 		$574K Sell
74,632
-2,046
-3% -$15.4K 0.07% 275
2023
Q3 		$584K Hold
76,678
– – 0.08% 250
2023
Q2 		$639K Hold
76,678
– – 0.09% 235
2023
Q1 		$656K Hold
76,678
– – 0.11% 213
2022
Q4 		$691K Hold
76,678
– – 0.14% 183
2022
Q3 		$622K Hold
76,678
– – 0.13% 191
2022
Q2 		$677K Hold
76,678
– – 0.14% 185
2022
Q1 		$763K Buy
76,678
+7,562
+11% +$73.9K 0.14% 185
2021
Q4 		$691K Buy
+69,116
New +$695K 0.11% 207

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities's BDJ Position: Q1 2026 in Review

Sunbelt Securities held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q1 2026 at 1,440 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Sunbelt Securities first reported a position in BDJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $763K in Q1 2022. 218 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Sunbelt Securities held 1,440 shares of BlackRock Enhanced Equity Dividend Trust worth $12.4K as of Q1 2026.
  • Sunbelt Securities left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q1 2026.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1442 holding.
  • Sunbelt Securities first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and has held it in 18 quarters since.
  • Sunbelt Securities's BlackRock Enhanced Equity Dividend Trust position peaked at $763K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.