Amplius Wealth Advisors
BSTZ icon

Amplius Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Amplius Wealth Advisors’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
Q3 		$455K Buy
15,456
+931
+6% +$27.6K 0.03% 145
2026
Q2 		$436K Sell
14,525
-258
-2% -$7.12K 0.03% 138
2026
Q1 		$327K Sell
14,783
-804
-5% -$18K 0.03% 140
2025
Q4 		$352K Sell
15,587
-2,403
-13% -$53.6K 0.03% 133
2025
Q3 		$399K Buy
17,990
+494
+3% +$10.6K 0.03% 126
2025
Q2 		$363K Sell
17,496
-425
-2% -$7.9K 0.03% 141
2025
Q1 		$318K Buy
17,921
+525
+3% +$10.7K 0.03% 135
2024
Q4 		$360K Buy
17,396
+138
+0.8% +$2.85K 0.04% 124
2024
Q3 		$331K Buy
17,258
+499
+3% +$9.5K 0.04% 119
2024
Q2 		$334K Buy
16,759
+66
+0.4% +$1.24K 0.04% 122
2024
Q1 		$324K Buy
16,693
+136
+0.8% +$2.44K 0.04% 122
2023
Q4 		$277K Sell
16,557
-1,025
-6% -$16.6K 0.03% 132
2023
Q3 		$290K Buy
17,582
+378
+2% +$6.68K 0.04% 123
2023
Q2 		$312K Sell
17,204
-8,726
-34% -$150K 0.04% 122
2023
Q1 		$485K Sell
25,930
-2,216
-8% -$38.9K 0.07% 98
2022
Q4 		$440K Sell
28,146
-517,230
-95% -$8.79M 0.07% 98
2022
Q3 		$9.6M Sell
545,376
-171,140
-24% -$3.53M 1.72% 19
2022
Q2 		$14M Buy
716,516
+264,501
+59% +$6.2M 2.27% 15
2022
Q1 		$13.3M Buy
452,015
+211,194
+88% +$6.3M 2.04% 16
2021
Q4 		$9.38M Buy
+240,821
New +$9.6M 1.29% 20

Other funds holding BSTZ

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Amplius Wealth Advisors's BSTZ Position: Q3 2026 in Review

Amplius Wealth Advisors increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 6.4% in Q3 2026, buying an estimated $27.6K and bringing the position to 15,456 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #145.

Amplius Wealth Advisors first reported a position in BSTZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $14M in Q2 2022. 22 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

  • Amplius Wealth Advisors held 15,456 shares of BlackRock Science and Technology Term Trust worth $455K as of Q3 2026.
  • Amplius Wealth Advisors bought 931 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $27.6K.
  • BlackRock Science and Technology Term Trust made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #145 holding.
  • Amplius Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $14M in Q2 2022.
  • 22 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.