United Financial Planning Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

United Financial Planning 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
2026 Q2	$9.08K	Buy	+949	New	+$8.7K	﹤0.01%	260
2026 Q1	–	Sell	-2,847	Closed	-$27K	–	481
2025 Q4	$27K	Hold	2,847	–	–	0.02%	118
2025 Q3	$25.9K	Buy	+2,847	New	+$25.4K	0.02%	110

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Financial Planning Group's BDJ Position: Q2 2026 in Review

United Financial Planning Group opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 949 shares worth $9.08K. The stake represents ﹤0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in BDJ as recently as Q4 2025.

United Financial Planning Group first reported a position in BDJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $27K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

United Financial Planning Group held 949 shares of BlackRock Enhanced Equity Dividend Trust worth $9.08K as of Q2 2026.
BlackRock Enhanced Equity Dividend Trust was a new United Financial Planning Group position in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #260 holding.
United Financial Planning Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2025 and has held it in 3 quarters since.
United Financial Planning Group's BlackRock Enhanced Equity Dividend Trust position peaked at $27K in Q4 2025.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.