Kapstone Financial Advisors LLC

Position in BDJ — BlackRock Enhanced Equity Dividend Trust

CIK 1966087 LEBANON, OH

Position in BDJ

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$266,668

-$26,605 QoQ

Shares Held

30,936

0.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Kapstone Financial Advisors LLC holds $3,709,154 across 18 Asset Management names. BDJ ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYI	Blackrock Muniyield Quality Fund III, Inc.	38,625	$405,948
2	AGD	abrdn Global Dynamic Dividend Fund	28,640	$309,312
3	FOF	Cohen & Steers Closed-End Opportunity Fund, Inc.	23,690	$303,942
4	HPF	John Hancock Preferred Income Fund II	18,743	$292,578
5	BDJ	BlackRock Enhanced Equity Dividend Trust This page	30,936	$266,668
6	BX	Blackstone Inc.	2,081	$239,294
7	BGT	Blackrock Floating Rate Income Trust	19,830	$213,370
8	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	12,605	$202,562

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$266,668	30,936	0.0%	Shares	Sole	2026-04-22
2025-12-31	$293,273	30,936	+13.9%	Shares	Sole	2026-02-05
2025-09-30	$247,436	27,161	+8.8%	Shares	Sole	2025-11-07
2025-06-30	$221,903	24,961	+37.4%	Shares	Sole	2025-07-11
2025-03-31	$156,184	18,161	0.0%	Shares	Sole	2025-04-11
2024-12-31	$150,373	18,161	+54.4%	Shares	Sole	2025-02-06
2024-09-30	$101,732	11,761	+7.8%	Shares	Sole	2024-11-06
2024-06-30	$89,142	10,911	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.