Arkadios Wealth Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Arkadios Wealth Advisors’s Portfolio BST Stock Details BST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Buy	9,400 +1,621	+21%	+$64.2K	0.01%	1298
2025 Q4	$315K	Buy	7,779 +349	+5%	+$14.3K	0.01%	1229
2025 Q3	$307K	Buy	7,430 +133	+2%	+$5.25K	0.01%	1147
2025 Q2	$279K	Sell	7,297 -847	-10%	-$29.6K	0.01%	1084
2025 Q1	$269K	Buy	8,144 +1,481	+22%	+$54.1K	0.01%	946
2024 Q4	$244K	Buy	+6,663	New	+$244K	0.01%	803
2021 Q4	–	Sell	-296	Closed	-$15K	–	735
2021 Q3	$15K	Sell	296 -8,163	-97%	-$441K	﹤0.01%	1310
2021 Q2	$504K	Buy	8,459 +986	+13%	+$56.2K	0.06%	333
2021 Q1	$399K	Sell	7,473 -661	-8%	-$35.9K	0.07%	294
2020 Q4	$428K	Buy	+8,134	New	+$383K	0.09%	216

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's BST Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its BlackRock Science and Technology Trust (BST) stake by 21% in Q1 2026, buying an estimated $64.2K and bringing the position to 9,400 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1298.

Arkadios Wealth Advisors first reported a position in BST in Q4 2020 and has held it in 10 quarters since. The position peaked at $504K in Q2 2021. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

Arkadios Wealth Advisors held 9,400 shares of BlackRock Science and Technology Trust worth $342K as of Q1 2026.
Arkadios Wealth Advisors bought 1,621 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $64.2K.
BlackRock Science and Technology Trust made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1298 holding.
Arkadios Wealth Advisors first reported a position in BlackRock Science and Technology Trust in Q4 2020 and has held it in 10 quarters since.
Arkadios Wealth Advisors's BlackRock Science and Technology Trust position peaked at $504K in Q2 2021.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.