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

Other funds holding BST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's BST Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in BlackRock Science and Technology Trust (BST) in Q2 2025: 12,482 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in BST as recently as Q4 2024.

Atria Wealth Solutions first reported a position in BST in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.27M in Q2 2023. 127 funds tracked by Wall St. Rank hold BST as of Q2 2025.

Atria Wealth Solutions held 12,482 shares of BlackRock Science and Technology Trust worth $477K as of Q2 2025.
BlackRock Science and Technology Trust was a new Atria Wealth Solutions position in Q2 2025.
BlackRock Science and Technology Trust made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #934 holding.
Atria Wealth Solutions first reported a position in BlackRock Science and Technology Trust in Q2 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's BlackRock Science and Technology Trust position peaked at $1.27M in Q2 2023.
127 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.