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

Atria Wealth Solutions’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
2025 Q2	$378K	Sell	18,233 -200	-1%	-$3.72K	0.01%	1057
2025 Q1	$327K	Buy	18,433 +2,933	+19%	+$59.8K	﹤0.01%	1422
2024 Q4	$321K	Hold	15,500	–	–	﹤0.01%	1507
2024 Q3	$298K	Sell	15,500 -1,300	-8%	-$24.8K	﹤0.01%	1525
2024 Q2	$334K	Buy	16,800 +2,150	+15%	+$40.3K	﹤0.01%	1448
2024 Q1	$284K	Buy	14,650 +900	+7%	+$16.2K	﹤0.01%	1588
2023 Q4	$230K	Sell	13,750 -10,384	-43%	-$168K	﹤0.01%	1683
2023 Q3	$398K	Buy	24,134 +10,534	+77%	+$186K	0.01%	1246
2023 Q2	$246K	Sell	13,600 -100	-0.7%	-$1.72K	﹤0.01%	1562
2023 Q1	$256K	Buy	+13,700	New	+$241K	﹤0.01%	1514
2022 Q2	–	Sell	-8,038	Closed	-$236K	–	1659
2022 Q1	$236K	Buy	+8,038	New	+$240K	﹤0.01%	1467

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

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

PCR

Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return

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

Atria Wealth Solutions reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 1.1% in Q2 2025, selling an estimated $3.72K and leaving 18,233 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1057.

Atria Wealth Solutions first reported a position in BSTZ in Q1 2022 and has held it in 11 quarters since. The position peaked at $398K in Q3 2023. 115 funds tracked by Wall St. Rank hold BSTZ as of Q2 2025.

Atria Wealth Solutions held 18,233 shares of BlackRock Science and Technology Term Trust worth $378K as of Q2 2025.
Atria Wealth Solutions sold 200 BlackRock Science and Technology Term Trust shares in Q2 2025, an estimated $3.72K.
BlackRock Science and Technology Term Trust made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1057 holding.
Atria Wealth Solutions first reported a position in BlackRock Science and Technology Term Trust in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's BlackRock Science and Technology Term Trust position peaked at $398K in Q3 2023.
115 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2025.

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