Peak Planning Group, LLC
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 2097384
CENTENNIAL, CO
Position in BDJ
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$249,092
-$20,140 QoQ
Shares Held
28,897
+1.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Peak Planning Group, LLC holds $15,411,525 across 4 Asset Management names. BDJ ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EAD |
Allspring Income Opportunities Fund
|
1,142,766 | $7,405,123 | |
| 2 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
397,793 | $7,013,090 | |
| 3 | RJF |
Raymond James Financial Inc
|
5,140 | $744,220 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
This page
|
28,897 | $249,092 |
All Filings in BDJ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,092 | 28,897 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $269,232 | 28,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253,330 | 27,808 | Shares | Sole | 2026-05-26 | |
| 2025-06-30 | $265,144 | 29,825 | Shares | Sole | 2026-06-24 | |
| 2025-03-31 | $251,747 | 29,273 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $238,016 | 28,746 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $244,405 | 28,255 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $226,995 | 27,784 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||