Vista Investment Partners II’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Vista Investment Partners II’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	$227K	Hold	23,698	–	–	0.09%	144
2026 Q1	$204K	Hold	23,698	–	–	0.09%	145
2025 Q4	$225K	Sell	23,698 -58	-0.2%	-$528	0.1%	130
2025 Q3	$216K	Hold	23,756	–	–	0.1%	125
2025 Q2	$211K	Buy	23,756 +6,448	+37%	+$54.2K	0.1%	121
2025 Q1	$149K	Sell	17,308 -231	-1%	-$2.01K	0.08%	124
2024 Q4	$145K	Buy	+17,539	New	+$153K	0.09%	123

Other funds holding BDJ

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vista Investment Partners II's BDJ Position: Q2 2026 in Review

Vista Investment Partners II held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 23,698 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #144.

Vista Investment Partners II first reported a position in BDJ in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Vista Investment Partners II held 23,698 shares of BlackRock Enhanced Equity Dividend Trust worth $227K as of Q2 2026.
Vista Investment Partners II left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.09% of Vista Investment Partners II's portfolio in Q2 2026, its #144 holding.
Vista Investment Partners II first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.