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B. Riley Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$394K Buy
13,385
+689
+5% +$20.4K 0.02% 634
2026
Q2 		$373K Sell
12,696
-142
-1% -$3.92K 0.02% 554
2026
Q1 		$272K Buy
12,838
+29
+0.2% +$650 0.02% 611
2025
Q4 		$290K Buy
12,809
+284
+2% +$6.33K 0.01% 725
2025
Q3 		$278K Buy
12,525
+50
+0.4% +$1.07K 0.01% 755
2025
Q2 		$259K Sell
12,475
-420
-3% -$7.8K 0.01% 774
2025
Q1 		$229K Buy
12,895
+985
+8% +$20.1K 0.01% 1097
2024
Q4 		$247K Sell
11,910
-611
-5% -$12.6K 0.01% 950
2024
Q3 		$239K Buy
12,521
+417
+3% +$7.96K 0.01% 1063
2024
Q2 		$241K Sell
12,104
-3,490
-22% -$65.4K 0.01% 1132
2024
Q1 		$257K Buy
15,594
+2,752
+21% +$49.4K 0.01% 1129
2023
Q4 		$215K Sell
12,842
-2,752
-18% -$44.5K 0.01% 1221
2023
Q3 		$257K Buy
15,594
+2,294
+17% +$40.5K 0.01% 1129
2023
Q2 		$241K Buy
13,300
+2,355
+22% +$40.5K 0.01% 1243
2023
Q1 		$205K Buy
+10,945
New +$192K 0.01% 1288
2022
Q4 		– Sell
-12,897
Closed -$228K – 1504
2022
Q3 		$228K Buy
+12,897
New +$266K 0.01% 1166

Other funds holding BSTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors's BSTZ Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 5.4% in Q3 2026, buying an estimated $20.4K and bringing the position to 13,385 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #634.

B. Riley Wealth Advisors first reported a position in BSTZ in Q3 2022 and has held it in 16 quarters since. 9 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

  • B. Riley Wealth Advisors held 13,385 shares of BlackRock Science and Technology Term Trust worth $394K as of Q3 2026.
  • B. Riley Wealth Advisors bought 689 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $20.4K.
  • BlackRock Science and Technology Term Trust made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #634 holding.
  • B. Riley Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q3 2022 and has held it in 16 quarters since.
  • 9 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.