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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
Q2 		$436K Sell
14,525
-258
-2% -$7.13K 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% +$9.53K 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 		$9.62M 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 +$9.61M 1.29% 20

Other funds holding BSTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Amplius Wealth Advisors's BSTZ Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 1.7% in Q2 2026, selling an estimated $7.13K and leaving 14,525 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #138.

Amplius Wealth Advisors first reported a position in BSTZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $14M in Q2 2022. 25 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Amplius Wealth Advisors held 14,525 shares of BlackRock Science and Technology Term Trust worth $436K as of Q2 2026.
  • Amplius Wealth Advisors sold 258 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $7.13K.
  • BlackRock Science and Technology Term Trust made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Amplius Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $14M in Q2 2022.
  • 25 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.