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BlackRock Enhanced Dividend Achievers Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of BlackRock Enhanced Dividend Achievers Tr (BDJ) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in BlackRock Enhanced Dividend Achievers Tr

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All positions including BlackRock Enhanced Dividend Achievers Tr held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Enhanced Dividend Achievers Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $109k 15k 7.15
2025-09-30 $99k 11k 9.11

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Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
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Meta Platforms Cl A (META)
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Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding BlackRock Enhanced Dividend Achievers Tr

Raymond James Financial
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Invesco
LPL Financial
Stifel Financial
Royal Bank of Canada
Waterfront Wealth
UBS Group
Janney Montgomery Scott
Advisors Asset Management
Commonwealth Equity Services
Boothe Investment Group
Advisor Group Holdings
HPM Partners

View all funds holding BlackRock Enhanced Dividend Achievers Tr