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

Atlas Wealth’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	$1.53M	Buy	+50,993	New	+$1.41M	0.22%	83
2024 Q3	–	Sell	-474,224	Closed	-$9.67M	–	91
2024 Q2	$9.67M	Buy	+474,224	New	+$8.89M	1.14%	26
2023 Q4	–	Sell	-10,312	Closed	-$170K	–	87
2023 Q3	$170K	Buy	+10,312	New	+$182K	0.03%	177

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

Atlas Wealth's BSTZ Position: Q2 2026 in Review

Atlas Wealth opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 50,993 shares worth $1.53M. The stake represents 0.22% of the portfolio and ranks #83 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in BSTZ as recently as Q2 2024.

Atlas Wealth first reported a position in BSTZ in Q3 2023 and has held it in 3 quarters since. The position peaked at $9.67M in Q2 2024. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Atlas Wealth held 50,993 shares of BlackRock Science and Technology Term Trust worth $1.53M as of Q2 2026.
BlackRock Science and Technology Term Trust was a new Atlas Wealth position in Q2 2026.
BlackRock Science and Technology Term Trust made up 0.22% of Atlas Wealth's portfolio in Q2 2026, its #83 holding.
Atlas Wealth first reported a position in BlackRock Science and Technology Term Trust in Q3 2023 and has held it in 3 quarters since.
Atlas Wealth's BlackRock Science and Technology Term Trust position peaked at $9.67M in Q2 2024.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.