Wealthspire Retirement, LLC
PensionPosition in CII — BlackRock Enhanced Large Cap Core Fund, Inc.
CIK 2040084
ALISO VIEJO, CA
Position in CII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,359,181
+$933,715 QoQ
Shares Held
204,940
-2.7% QoQ
Ownership
0.500%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#14
of 122 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CII Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthspire Retirement, LLC holds $15,759,358 across 9 Asset Management names. CII ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
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|
204,940 | $5,359,181 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
128,821 | $3,737,097 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
67,442 | $3,419,983 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
51,434 | $2,209,090 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
27,956 | $267,538 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,613 | $239,821 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,079 | $213,573 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
16,558 | $178,660 |
All Filings in CII
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,359,181 | 204,940 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,425,466 | 210,536 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,837,332 | 206,989 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,576,908 | 198,996 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,972,978 | 186,088 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,571,192 | 193,351 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,726,399 | 185,393 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,545,952 | 180,089 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $3,536,191 | 176,898 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $3,358,068 | 172,297 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $3,196,427 | 168,233 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $2,439,848 | 130,823 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $1,811,333 | 97,857 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $1,660,694 | 92,621 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $1,002,581 | 58,562 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $855,844 | 52,027 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $379,024 | 21,560 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $380,412 | 18,219 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||