Westbourne Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Westbourne Investment Advisors’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 Q1	$97.4K	Buy	+11,300	New	+$105K	0.03%	114

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westbourne Investment Advisors's BDJ Position: Q1 2026 in Review

Westbourne Investment Advisors opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2026: 11,300 shares worth $97.4K. The stake represents 0.03% of the portfolio and ranks #114 among its holdings.

217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

Westbourne Investment Advisors held 11,300 shares of BlackRock Enhanced Equity Dividend Trust worth $97.4K as of Q1 2026.
BlackRock Enhanced Equity Dividend Trust was a new Westbourne Investment Advisors position in Q1 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.03% of Westbourne Investment Advisors's portfolio in Q1 2026, its #114 holding.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.