BDJ — BLACKROCK ENHANCED EQT DIV T

Ownership history in STEPHENS INC /AR/  ·  30 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in BLACKROCK ENHANCED EQT DIV T (BDJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2018 Q2)
Avg. % of fund
0.03%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 16,076 — 0% 0.00% $146K $8.64
2025 Q2 REDUCED 16,076 -1,888 -10.5% 0.00% $143K $8.26
2025 Q1 ADDED 17,964 +705 +4.1% 0.00% $154K $7.82
2024 Q4 REDUCED 17,259 -16,169 -48.4% 0.00% $143K $7.37
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% of Fund (quarterly)    BDJ price (monthly, adj. close)

Other funds also holding BDJ

As of 2025 Q4 — sorted by position size

Boothe Investment Group, Inc. 3Y 7Y 1.79% Cook Wealth, LLC 3Y 1.54% Waterfront Wealth Inc. 3Y 1.4% David J Yvars Group 3Y 0.48% Shaker Financial Services, LLC 3Y 7Y 0.29% Shulman DeMeo Asset Management LLC 3Y 7Y 0.29% Investment Partners Asset Management, Inc. 0.28% Concorde Asset Management, LLC 3Y 7Y 0.25% Saxony Capital Management, LLC 0.25% OMC Financial Services LTD 0.24%
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