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Equibles

KINGSWOOD WEALTH ADVISORS, LLC

Position in BDJ — BlackRock Enhanced Equity Dividend Trust

CIK 1987855 SAN DIEGO, CA
Back to BDJ Full portfolio

Position in BDJ

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,068,184
+$95,555 QoQ
Shares Held
111,618
-1.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#32
of 217 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BDJ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,237,881 across 45 Asset Management names. BDJ ranks #11 (3.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 15,476 $2,624,729
2 BX
Blackstone Inc.
 13,698 $1,611,843
3 BPRE
Bluerock Private Real Estate Fund
 116,970 $1,521,779
4 STEW
SRH Total Return Fund, Inc.
 72,775 $1,302,672
5 OBDC
Blue Owl Capital Corp
 119,107 $1,294,693
6 AB
Alliancebernstein Holding L.P.
 35,110 $1,236,574
7 NBXG
Neuberger Next Generation Connectivity Fund Inc.
 66,653 $1,102,440
8 BLK
BlackRock, Inc.
 1,146 $1,101,947

All Filings in BDJ

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,068,184 111,618
2026-03-31 $972,629 112,834
2025-12-31 $1,051,332 110,900
2025-09-30 $1,084,654 119,062
2025-06-30 $1,047,161 117,791
2025-03-31 $1,013,002 117,791
2024-12-31 $975,309 117,791
2024-09-30 $1,067,911 123,458
2024-06-30 $934,174 114,342