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Equibles

Avantax Planning Partners, Inc.

Position in BDJ — BlackRock Enhanced Equity Dividend Trust

CIK 1005441 DUBUQUE, IA
Back to BDJ Full portfolio

Position in BDJ

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$475,006
+$47,153 QoQ
Shares Held
49,635
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BDJ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $15,561,129 across 13 Asset Management names. BDJ ranks #6 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BPRE
Bluerock Private Real Estate Fund
 324,687 $4,224,177
2 PFG
Principal Financial Group Inc
 35,611 $3,838,153
3 IVZ
Invesco Ltd.
 192,202 $2,811,802
4 BLK
BlackRock, Inc.
 1,507 $1,449,070
5 STT
State Street Corp
 15,912 $853,042
6 BDJ
BlackRock Enhanced Equity Dividend Trust
This page 		49,635 $475,006
7 BX
Blackstone Inc.
 3,181 $374,308
8 ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
 15,655 $368,518

All Filings in BDJ

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $475,006 49,635
2026-03-31 $427,853 49,635
2025-12-31 $470,539 49,635
2025-09-30 $452,174 49,635
2025-06-30 $441,255 49,635
2025-03-31 $426,861 49,635
2024-12-31 $410,977 49,635
2024-09-30 $429,342 49,635
2024-06-30 $405,517 49,635
2024-03-31 $403,895 48,957