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Todd Wealth Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Todd Wealth Management’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$179K Sell
15,291
-26
-0.2% -$318 0.14% 103
2026
Q2 		$185K Hold
15,317
– – 0.14% 108
2026
Q1 		$168K Sell
15,317
-112
-0.7% -$1.31K 0.15% 102
2025
Q4 		$181K Buy
+15,429
New +$179K 0.16% 96

Other funds holding BOE

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Todd Wealth Management reduced its BlackRock Enhanced Global Dividend Trust (BOE) stake by 0.17% in Q3 2026, selling an estimated $318 and leaving 15,291 shares worth $179K. The position accounts for 0.14% of the portfolio, ranked #103.

Todd Wealth Management first reported a position in BOE in Q4 2025 and has held it in 4 quarters since. The position peaked at $185K in Q2 2026. 72 funds tracked by Wall St. Rank hold BOE as of Q3 2026.

  • Todd Wealth Management held 15,291 shares of BlackRock Enhanced Global Dividend Trust worth $179K as of Q3 2026.
  • Todd Wealth Management sold 26 BlackRock Enhanced Global Dividend Trust shares in Q3 2026, an estimated $318.
  • BlackRock Enhanced Global Dividend Trust made up 0.14% of Todd Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Todd Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $185K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2026.

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