Back to BDJ
PENSION & WEALTH MANAGEMENT ADVISORS, INC. → BDJ
PENSION & WEALTH MANAGEMENT ADVISORS, INC. BDJ Position History
BlackRock Enhanced Equity Dividend Trust
Quarters held
16
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $226K |
| Q1 2023 | $247K |
| Q2 2023 | $370K |
| Q3 2023 | $428K |
| Q4 2023 | $483K |
| Q1 2024 | $796K |
| Q2 2024 | $870K |
| Q3 2024 | $972K |
| Q4 2024 | $931K |
| Q1 2025 | $957K |
| Q2 2025 | $977K |
| Q3 2025 | $1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 187.2K | — | — |
| Q2 2026 | $1M | 182.6K | — | — |
| Q1 2026 | $1.1M | 197.3K | — | — |
| Q4 2025 | $1.1M | 184.2K | — | — |
| Q3 2025 | $1M | 181.9K | — | — |
| Q2 2025 | $977K | 168.7K | — | — |
| Q1 2025 | $957K | 170.5K | — | — |
| Q4 2024 | $931K | 175.3K | — | — |
| Q3 2024 | $972K | 167.6K | — | — |
| Q2 2024 | $870K | 155.9K | — | — |
| Q1 2024 | $796K | 144.0K | — | — |
| Q4 2023 | $483K | 91.7K | — | — |
| Q3 2023 | $428K | 85.8K | — | — |
| Q2 2023 | $370K | 30.9K | — | — |
| Q1 2023 | $247K | 45.8K | — | — |
| Q4 2022 | $226K | 45.0K | — | — |
Other funds holding BDJ
$14.5B
$13.9B
$13.5B
$12.4B
$7.3B
$6.7B
$6.6B
$6.5B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF