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Waverly Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Waverly Advisors’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
Q1 		$248K Buy
22,673
+3,056
+16% +$35.7K ﹤0.01% 1402
2025
Q4 		$230K Sell
19,617
-95
-0.5% -$1.1K ﹤0.01% 1335
2025
Q3 		$228K Sell
19,712
-380
-2% -$4.36K ﹤0.01% 1154
2025
Q2 		$228K Sell
20,092
-402
-2% -$4.37K ﹤0.01% 1077
2025
Q1 		$222K Sell
20,494
-26
-0.1% -$289 ﹤0.01% 1027
2024
Q4 		$221K Buy
+20,520
New +$230K ﹤0.01% 900

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return