Todd Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Todd Wealth Management’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	$141K	Hold	15,000	–	–	0.11%	105
2026 Q2	$144K	Hold	15,000	–	–	0.11%	109
2026 Q1	$129K	Sell	15,000 -200	-1%	-$1.87K	0.12%	103
2025 Q4	$144K	Buy	+15,200	New	+$138K	0.13%	97

Other funds holding BDJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Todd Wealth Management's BDJ Position: Q3 2026 in Review

Todd Wealth Management held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2026 at 15,000 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #105.

Todd Wealth Management first reported a position in BDJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $144K in Q4 2025. 134 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

Todd Wealth Management held 15,000 shares of BlackRock Enhanced Equity Dividend Trust worth $141K as of Q3 2026.
Todd Wealth Management left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.11% of Todd Wealth Management's portfolio in Q3 2026, its #105 holding.
Todd Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $144K in Q4 2025.
134 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.