Shulman DeMeo Asset Management LLC
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 1767070
LAKE SUCCESS, NY
Position in BDJ
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,116,988
-$166,404 QoQ
Shares Held
129,581
-4.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#30
of 218 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BDJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Shulman DeMeo Asset Management LLC holds $13,063,725 across 27 Asset Management names. BDJ ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
157,720 | $2,534,560 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
45,829 | $1,222,259 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,215,592 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
This page
|
129,581 | $1,116,988 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
92,387 | $951,586 | |
| 6 | BX |
Blackstone Inc.
|
5,559 | $639,229 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,701 | $585,865 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,539 | $510,443 |
All Filings in BDJ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,116,988 | 129,581 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,283,392 | 135,379 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,234,924 | 135,557 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,218,481 | 137,062 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,217,699 | 141,593 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,194,423 | 144,254 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,248,039 | 144,282 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,179,314 | 144,347 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,193,436 | 144,659 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,123,816 | 146,140 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,112,574 | 146,199 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,220,308 | 146,320 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,261,243 | 146,827 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,331,515 | 147,782 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,219,224 | 150,336 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,331,272 | 150,767 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,506,473 | 152,169 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,614,100 | 160,129 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $1,636,298 | 161,530 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,535,320 | 162,296 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,435,199 | 169,445 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,302,101 | 178,126 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,306,850 | 178,045 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,179,004 | 180,552 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||