Allen Mooney & Barnes Investment Advisors LLC

Position in BDJ — BlackRock Enhanced Equity Dividend Trust

CIK 2001461 Thomasville, GA

Position in BDJ

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$95,700

-$22,178 QoQ

Shares Held

10,000

-26.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#176

of 217 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $11,099,209 across 5 Asset Management names. BDJ ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CG	Carlyle Group Inc.	238,500	$10,043,235
2	BLK	BlackRock, Inc.	715	$687,515
3	TROW	Price T Rowe Group Inc	1,775	$201,799
4	BDJ	BlackRock Enhanced Equity Dividend Trust This page	10,000	$95,700
5	JQC	Nuveen Credit Strategies Income Fund	14,601	$70,960

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,700	10,000	-26.9%	Shares	Sole	2026-07-13
2026-03-31	$117,878	13,675	+0.5%	Shares	Sole	2026-04-13
2025-12-31	$128,946	13,602	+0.8%	Shares	Sole	2026-01-21
2025-09-30	$122,893	13,490	+0.5%	Shares	Sole	2025-10-15
2025-06-30	$119,294	13,419	+0.5%	Shares	Sole	2025-07-08
2025-03-31	$114,775	13,346	+0.5%	Shares	Sole	2025-04-16
2024-12-31	$109,925	13,276	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$114,275	13,211	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$107,419	13,148	-53.0%	Shares	Sole	2024-07-12
2024-03-31	$230,909	27,989	-39.7%	Shares	Sole	2024-04-12
2023-12-31	$356,669	46,381	+279.9%	Shares	Sole	2024-01-22
2023-09-30	$92,918	12,210	—	Shares	Sole	2023-11-21
No filing history on record for this holder in this stock.