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 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	Buy	+12,475	New	+$232K	0.01%	774
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 $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return