Avantax Planning Partners, Inc.
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 1005441
DUBUQUE, IA
Position in BDJ
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$427,853
-$42,686 QoQ
Shares Held
49,635
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BDJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Avantax Planning Partners, Inc. holds $13,073,675 across 12 Asset Management names. BDJ ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
344,467 | $5,721,596 | |
| 2 | PFG |
Principal Financial Group Inc
|
35,622 | $3,209,898 | |
| 3 | BLK |
BlackRock, Inc.
|
1,684 | $1,619,519 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
This page
|
49,635 | $427,853 | |
| 5 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
18,303 | $368,256 | |
| 6 | BX |
Blackstone Inc.
|
3,160 | $363,368 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
28,820 | $318,749 | |
| 8 | NTRS |
Northern Trust Corp
|
1,821 | $254,156 |
All Filings in BDJ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,853 | 49,635 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $470,539 | 49,635 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $452,174 | 49,635 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $441,255 | 49,635 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $426,861 | 49,635 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $410,977 | 49,635 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $429,342 | 49,635 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $405,517 | 49,635 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $403,895 | 48,957 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||