Creative Planning
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 1540235
OVERLAND PARK, KS
Position in BDJ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$256,453
+$16,060 QoQ
Shares Held
29,751
+17.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Creative Planning holds $462,647,698 across 180 Asset Management names. BDJ ranks #124 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
364,316 | $18,714,912 | |
| 7 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 8 | STT |
State Street Corp
|
113,253 | $14,333,299 |
All Filings in BDJ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,453 | 29,751 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $240,393 | 25,358 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $137,972 | 15,520 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $336,225 | 39,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $290,412 | 35,074 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $281,531 | 32,547 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,072,435 | 131,265 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $842,490 | 102,120 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $290,328 | 37,754 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $317,405 | 41,709 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $375,375 | 45,009 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $397,605 | 46,287 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $434,471 | 48,221 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $405,281 | 49,973 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $455,822 | 51,622 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $517,779 | 52,301 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $527,194 | 52,301 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $492,312 | 50,236 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $649,626 | 64,129 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $418,661 | 44,256 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $381,624 | 45,056 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $395,273 | 54,073 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $478,054 | 65,130 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $609,425 | 93,327 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||