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

CoreCap 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	–	Sell	-562	Closed	-$16.9K	–	3173
2026 Q2	$16.9K	Hold	562	–	–	﹤0.01%	1875
2026 Q1	$12.4K	Hold	562	–	–	﹤0.01%	1872
2025 Q4	$12.7K	Hold	562	–	–	﹤0.01%	1863
2025 Q3	$12.5K	Buy	+562	New	+$12.1K	﹤0.01%	1844
2025 Q1	–	Sell	-8,500	Closed	-$176K	–	3159
2024 Q4	$176K	Hold	8,500	–	–	0.01%	738
2024 Q3	$163K	Buy	+8,500	New	+$162K	0.01%	749

Other funds holding BSTZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's BSTZ Position: Q3 2026 in Review

CoreCap Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2026, closing a stake of 562 shares — an estimated $16.9K sold.

CoreCap Advisors first reported a position in BSTZ in Q3 2024 and held it in 6 quarters. The position peaked at $176K in Q4 2024. 9 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

CoreCap Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 562 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $16.9K.
CoreCap Advisors first reported a position in BlackRock Science and Technology Term Trust in Q3 2024 and held it in 6 quarters.
CoreCap Advisors's BlackRock Science and Technology Term Trust position peaked at $176K in Q4 2024.
9 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.