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

Atomi Financial Group’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	$792K	Buy	26,361 +14,411	+121%	+$398K	0.02%	564
2026 Q1	$265K	Sell	11,950 -200	-2%	-$4.49K	0.01%	1022
2025 Q4	$275K	Hold	12,150	–	–	0.01%	987
2025 Q3	$269K	Sell	12,150 -500	-4%	-$10.7K	0.01%	950
2025 Q2	$262K	Sell	12,650 -75	-0.6%	-$1.39K	0.01%	884
2025 Q1	$226K	Buy	+12,725	New	+$260K	0.01%	917
2023 Q4	–	Sell	-10,115	Closed	-$167K	–	607
2023 Q3	$167K	Sell	10,115 -1,361	-12%	-$24.1K	0.06%	323
2023 Q2	$208K	Sell	11,476 -4,133	-26%	-$71.1K	0.09%	248
2023 Q1	$292K	Buy	+15,609	New	+$274K	0.16%	158

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

Atomi Financial Group's BSTZ Position: Q2 2026 in Review

Atomi Financial Group increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 121% in Q2 2026, buying an estimated $398K and bringing the position to 26,361 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #564.

Atomi Financial Group first reported a position in BSTZ in Q1 2023 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Atomi Financial Group held 26,361 shares of BlackRock Science and Technology Term Trust worth $792K as of Q2 2026.
Atomi Financial Group bought 14,411 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $398K.
BlackRock Science and Technology Term Trust made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #564 holding.
Atomi Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q1 2023 and has held it in 9 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.