NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in BOE — BlackRock Enhanced Global Dividend Trust
CIK 1109767
CEDAR RAPIDS, IA
Position in BOE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$458,271
+$26,119 QoQ
Shares Held
37,905
-3.9% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#42
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. BOE ranks #29 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in BOE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,271 | 37,905 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $432,152 | 39,430 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $469,922 | 40,130 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $464,304 | 40,130 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $455,475 | 40,130 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $450,437 | 41,515 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $447,116 | 41,515 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $479,844 | 42,615 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $486,627 | 45,865 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $491,776 | 47,015 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $456,468 | 46,015 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $461,268 | 48,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $724,204 | 71,917 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $744,700 | 74,995 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $731,091 | 76,474 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $623,985 | 70,827 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $703,977 | 72,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $818,255 | 72,348 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $881,003 | 72,332 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $811,690 | 69,316 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $872,237 | 69,501 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $798,405 | 69,487 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $748,655 | 68,621 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $656,530 | 68,603 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $646,080 | 68,586 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $566,770 | 68,368 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||