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Cape Investment Advisory, Inc. → BOE

Cape Investment Advisory, Inc. BOE Position History

BlackRock Enhanced Global Dividend Trust

Quarters held
4
Latest value
$98K
Q3 2026
Peak value
$99K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$88K
Q1 2026$90K
Q2 2026$99K
Q3 2026$98K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$98K10.4K——
Q2 2026$99K10.4K——
Q1 2026$90K10.4K——
Q4 2025$88K9.3K——

Other funds holding BOE

Other Cape Investment Advisory, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$47.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$40.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.6M