SeaCrest Wealth Management, LLC BDJ BLACKROCK ENHANCED EQT DIV T

Ownership history in SeaCrest Wealth Management, LLC  ·  35 quarters on record

AI Ownership Summary

SeaCrest Wealth Management, LLC reported BLACKROCK ENHANCED EQT DIV T (BDJ) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows BDJ at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BDJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SeaCrest Wealth Management, LLC's position in BLACKROCK ENHANCED EQT DIV T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BDJ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SeaCrest Wealth Management, LLC held BDJ — position size vs. price
% of Fund (quarterly)    BDJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 24,216 +290 +1.2% 0.03% $232K 2026-07-09 $9.66
2026 Q1 ADDED 23,926 +1,288 +5.7% 0.02% $206K 2026-04-15 $9.02
2025 Q4 ADDED 22,638 +446 +2.0% 0.02% $214K 2026-01-12 $9.19
2025 Q3 ADDED 22,192 +281 +1.3% 0.02% $204K 2025-11-13 $8.44
2025 Q2 ADDED 21,911 +291 +1.3% 0.02% $195K 2025-07-11 $8.10
2025 Q1 ADDED 21,620 +276 +1.3% 0.02% $186K 2025-04-11 $7.14
2024 Q4 ADDED 21,344 +258 +1.2% 0.02% $177K 2025-01-14 $7.45
2024 Q3 REDUCED 25.8% -2.0% 21,086 -7,338 -25.8% 0.02% $182K 2024-10-16 $7.45
2024 Q2 ADDED 28,424 +320 +1.1% 0.03% $232K 2024-07-22 $6.96
2024 Q1 REDUCED 28,104 -682 -2.4% 0.03% $232K 2024-04-18 $6.52
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SeaCrest Wealth Management, LLC and BDJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has SeaCrest Wealth Management, LLC reported owning BDJ?

SeaCrest Wealth Management, LLC reported BDJ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BDJ position in SeaCrest Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BDJ was 0.03% in 2024 Q1.

What is the latest reported BDJ position on this page?

The most recent filing on this page is 2026 Q2, when SeaCrest Wealth Management, LLC reported 24,216 shares, equal to 0.03% of portfolio, with an estimated market value of $232K.

What does the chart on this BDJ ownership page compare?

The chart compares SeaCrest Wealth Management, LLC's quarterly BDJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SeaCrest Wealth Management, LLC time their BDJ position?

Based on 13F filing dates vs. subsequent BDJ price moves, SeaCrest Wealth Management, LLC correctly timed 17 out of 34 reported position changes (50%). The annualised alpha on BDJ relative to SPY over the holding period was -4.5%.

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