Allworth Financial’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Allworth Financial’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	$61.3K	Buy	2,040 +40	+2%	+$1.1K	﹤0.01%	2304
2026 Q1	$44.3K	Sell	2,000 -19	-0.9%	-$426	﹤0.01%	2415
2025 Q4	$45.6K	Buy	2,019 +1	+0%	+$22	﹤0.01%	2263
2025 Q3	$44.7K	Buy	2,018 +1	+0%	+$21	﹤0.01%	2173
2025 Q2	$41.9K	Buy	2,017 +2,000	+11,765%	+$37.2K	﹤0.01%	2060
2025 Q1	$293	Buy	17 +1	+6%	+$20	﹤0.01%	3798
2024 Q4	$357	Hold	16	–	–	﹤0.01%	3675
2024 Q3	$302	Buy	16 +1	+7%	+$19	﹤0.01%	3523
2024 Q2	$296	Hold	15	–	–	﹤0.01%	3496
2024 Q1	$289	Hold	15	–	–	﹤0.01%	3403
2023 Q4	$245	Buy	15 +1	+7%	+$16	﹤0.01%	3264
2023 Q3	$235	Hold	14	–	–	﹤0.01%	3208
2023 Q2	$253	Hold	14	–	–	﹤0.01%	3049
2023 Q1	$254	Buy	14 +1	+8%	+$18	﹤0.01%	2959
2022 Q4	$206	Buy	+13	New	+$221	﹤0.01%	2778

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

Allworth Financial's BSTZ Position: Q2 2026 in Review

Allworth Financial increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 2% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,040 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Allworth Financial first reported a position in BSTZ in Q4 2022 and has held it in 15 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Allworth Financial held 2,040 shares of BlackRock Science and Technology Term Trust worth $61.3K as of Q2 2026.
Allworth Financial bought 40 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $1.1K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2304 holding.
Allworth Financial first reported a position in BlackRock Science and Technology Term Trust in Q4 2022 and has held it in 15 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.