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Equibles

Kapstone Financial Advisors LLC

Position in BDJ — BlackRock Enhanced Equity Dividend Trust

CIK 1966087 LEBANON, OH
Back to BDJ Full portfolio

Position in BDJ

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$296,057
+$29,389 QoQ
Shares Held
30,936
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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

Kapstone Financial Advisors LLC holds $5,184,313 across 19 Asset Management names. BDJ ranks #6 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 6,481 $1,046,940
2 AGD
abrdn Global Dynamic Dividend Fund
 30,640 $371,050
3 MYI
Blackrock Muniyield Quality Fund III, Inc.
 33,145 $368,240
4 HPF
John Hancock Preferred Income Fund II
 20,743 $329,191
5 FOF
Cohen & Steers Closed-End Opportunity Fund, Inc.
 23,690 $328,817
6 BDJ
BlackRock Enhanced Equity Dividend Trust
This page 		30,936 $296,057
7 STT
State Street Corp
 4,989 $267,460
8 BX
Blackstone Inc.
 2,003 $235,693

All Filings in BDJ

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $296,057 30,936
2026-03-31 $266,668 30,936
2025-12-31 $293,273 30,936
2025-09-30 $247,436 27,161
2025-06-30 $221,903 24,961
2025-03-31 $156,184 18,161
2024-12-31 $150,373 18,161
2024-09-30 $101,732 11,761
2024-06-30 $89,142 10,911