Concurrent Investment Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Concurrent Investment 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	$278K	Hold	9,263	–	–	﹤0.01%	1740
2026 Q1	$205K	Buy	+9,263	New	+$208K	﹤0.01%	1736
2024 Q3	–	Sell	-12,499	Closed	-$249K	–	1104
2024 Q2	$249K	Hold	12,499	–	–	0.01%	796
2024 Q1	$242K	Sell	12,499 -530	-4%	-$9.52K	0.01%	733
2023 Q4	$218K	Buy	+13,029	New	+$211K	0.01%	744

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

KIM

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

Concurrent Investment Advisors's BSTZ Position: Q2 2026 in Review

Concurrent Investment Advisors held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q2 2026 at 9,263 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Concurrent Investment Advisors first reported a position in BSTZ in Q4 2023 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Concurrent Investment Advisors held 9,263 shares of BlackRock Science and Technology Term Trust worth $278K as of Q2 2026.
Concurrent Investment Advisors left its BlackRock Science and Technology Term Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1740 holding.
Concurrent Investment Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2023 and has held it in 5 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.