Carson Wealth (CWM LLC)’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$13.8K	Buy	623 +5	+0.8%	+$112	﹤0.01%	4640
2025 Q4	$14K	Buy	618 +228	+58%	+$5.08K	﹤0.01%	4358
2025 Q3	$9K	Hold	390	–	–	﹤0.01%	4512
2025 Q2	$8K	Hold	390	–	–	﹤0.01%	4384
2025 Q1	$7K	Hold	390	–	–	﹤0.01%	4267
2024 Q4	$8K	Sell	390 -996	-72%	-$20.5K	﹤0.01%	3974
2024 Q3	$27K	Buy	1,386 +1,385	+138,500%	+$26.4K	﹤0.01%	3167
2024 Q2	$0	Sell	1 -200	-100%	-$3.75K	﹤0.01%	4605
2024 Q1	$4K	Buy	201 +200	+20,000%	+$3.59K	﹤0.01%	3734
2023 Q4	$0	Hold	1	–	–	﹤0.01%	4151
2023 Q3	$0	Hold	1	–	–	﹤0.01%	4196
2023 Q2	$0	Hold	1	–	–	﹤0.01%	4185
2023 Q1	$0	Buy	+1	New	+$18	﹤0.01%	4061
2022 Q3	–	Sell	-440	Closed	-$9K	–	3919
2022 Q2	$9K	Buy	+440	New	+$10.3K	﹤0.01%	2618

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.62B AUM 12.96% 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 $2B AUM 0.79% 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 $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

KIM

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

Carson Wealth (CWM LLC)'s BSTZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 0.81% in Q1 2026, buying an estimated $112 and bringing the position to 623 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4640.

Carson Wealth (CWM LLC) first reported a position in BSTZ in Q2 2022 and has held it in 14 quarters since. The position peaked at $27K in Q3 2024. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

Carson Wealth (CWM LLC) held 623 shares of BlackRock Science and Technology Term Trust worth $13.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 5 BlackRock Science and Technology Term Trust shares in Q1 2026, an estimated $112.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4640 holding.
Carson Wealth (CWM LLC) first reported a position in BlackRock Science and Technology Term Trust in Q2 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s BlackRock Science and Technology Term Trust position peaked at $27K in Q3 2024.
134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.