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Equibles

Creative Planning

Position in BDJ — BlackRock Enhanced Equity Dividend Trust

CIK 1540235 OVERLAND PARK, KS
Back to BDJ Full portfolio

Position in BDJ

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$281,721
+$25,268 QoQ
Shares Held
29,438
-1.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 217 holders
Holding Since
Mar 2020
25 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

Creative Planning holds $559,880,439 across 178 Asset Management names. BDJ ranks #121 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in BDJ

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $281,721 29,438
2026-03-31 $256,453 29,751
2025-12-31 $240,393 25,358
2025-06-30 $137,972 15,520
2025-03-31 $336,225 39,096
2024-12-31 $290,412 35,074
2024-09-30 $281,531 32,547
2024-06-30 $1,072,435 131,265
2024-03-31 $842,490 102,120
2023-12-31 $290,328 37,754
2023-09-30 $317,405 41,709
2023-06-30 $375,375 45,009
2023-03-31 $397,605 46,287
2022-12-31 $434,471 48,221
2022-09-30 $405,281 49,973
2022-06-30 $455,822 51,622
2022-03-31 $517,779 52,301
2021-12-31 $527,194 52,301
2021-09-30 $492,312 50,236
2021-06-30 $649,626 64,129
2021-03-31 $418,661 44,256
2020-12-31 $381,624 45,056
2020-09-30 $395,273 54,073
2020-06-30 $478,054 65,130
2020-03-31 $609,425 93,327