AWS
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Atria Wealth Solutions’s BlackRock Science and Technology Trust BST Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$477K Buy
+12,482
New +$436K 0.01% 934
2025
Q1 		– Sell
-7,679
Closed -$281K – 1885
2024
Q4 		$281K Sell
7,679
-44
-0.6% -$1.61K ﹤0.01% 1598
2024
Q3 		$274K Sell
7,723
-19,420
-72% -$686K ﹤0.01% 1571
2024
Q2 		$1.02M Buy
27,143
+2,005
+8% +$72.3K 0.01% 893
2024
Q1 		$928K Sell
25,138
-6,419
-20% -$231K 0.01% 945
2023
Q4 		$1.06M Sell
31,557
-1,594
-5% -$52.5K 0.01% 835
2023
Q3 		$1.04M Sell
33,151
-3,818
-10% -$127K 0.01% 793
2023
Q2 		$1.27M Sell
36,969
-1,956
-5% -$63.4K 0.02% 743
2023
Q1 		$1.26M Buy
38,925
+5,218
+15% +$166K 0.02% 714
2022
Q4 		$956K Buy
33,707
+19,124
+131% +$583K 0.02% 767
2022
Q3 		$428K Buy
14,583
+4,626
+46% +$160K 0.01% 1113
2022
Q2 		$324K Buy
+9,957
New +$370K 0.01% 1169

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return