Creative Planning’s BlackRock Science and Technology Trust BST Stock Holding History

Creative Planning’s Portfolio BST Stock Details BST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Buy	5,673 +29	+0.5%	+$1.15K	﹤0.01%	3711
2025 Q4	$229K	Buy	5,644 +407	+8%	+$16.7K	﹤0.01%	3451
2025 Q3	$217K	Buy	+5,237	New	+$207K	﹤0.01%	3411
2017 Q3	–	Sell	-307	Closed	-$7K	–	2125
2017 Q2	$7K	Sell	307 -265	-46%	-$5.78K	﹤0.01%	3806
2017 Q1	$12K	Buy	572 +268	+88%	+$5.19K	﹤0.01%	3463
2016 Q4	$5K	Buy	+304	New	+$5.55K	﹤0.01%	3935
2016 Q3	–	Sell	-708	Closed	-$12K	–	4572
2016 Q2	$12K	Hold	708	–	–	﹤0.01%	3116
2016 Q1	$12K	Buy	+708	New	+$11K	﹤0.01%	3099
2015 Q2	–	Sell	-759	Closed	-$13K	–	1347
2015 Q1	$13K	Buy	+759	New	+$13.4K	﹤0.01%	3012

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's BST Position: Q1 2026 in Review

Creative Planning increased its BlackRock Science and Technology Trust (BST) stake by 0.51% in Q1 2026, buying an estimated $1.15K and bringing the position to 5,673 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

Creative Planning first reported a position in BST in Q1 2015 and has held it in 9 quarters since. The position peaked at $229K in Q4 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

Creative Planning held 5,673 shares of BlackRock Science and Technology Trust worth $206K as of Q1 2026.
Creative Planning bought 29 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $1.15K.
BlackRock Science and Technology Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3711 holding.
Creative Planning first reported a position in BlackRock Science and Technology Trust in Q1 2015 and has held it in 9 quarters since.
Creative Planning's BlackRock Science and Technology Trust position peaked at $229K in Q4 2025.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.