Activest Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Activest Wealth Management’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.3K	Sell	1,607 -4,591	-74%	-$127K	0.01%	284
2026 Q1	$137K	Hold	6,198	–	–	0.02%	192
2025 Q4	$140K	Buy	+6,198	New	+$138K	0.03%	186

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Activest Wealth Management's BSTZ Position: Q2 2026 in Review

Activest Wealth Management reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 74% in Q2 2026, selling an estimated $127K and leaving 1,607 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #284.

Activest Wealth Management first reported a position in BSTZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $140K in Q4 2025. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Activest Wealth Management held 1,607 shares of BlackRock Science and Technology Term Trust worth $48.3K as of Q2 2026.
Activest Wealth Management sold 4,591 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $127K.
BlackRock Science and Technology Term Trust made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #284 holding.
Activest Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q4 2025 and has held it in 3 quarters since.
Activest Wealth Management's BlackRock Science and Technology Term Trust position peaked at $140K in Q4 2025.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.