Creative Planning
BSTZ icon

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

Creative Planning’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 		$483K Buy
21,791
+12,768
+142% +$286K ﹤0.01% 3059
2025
Q4 		$204K Buy
+9,023
New +$201K ﹤0.01% 3538
2023
Q4 		– Sell
-12,615
Closed -$208K – 2795
2023
Q3 		$208K Sell
12,615
-700
-5% -$12.4K ﹤0.01% 2213
2023
Q2 		$241K Buy
13,315
+115
+0.9% +$1.98K ﹤0.01% 2077
2023
Q1 		$247K Sell
13,200
-1,000
-7% -$17.6K ﹤0.01% 1960
2022
Q4 		$222K Buy
14,200
+1,172
+9% +$19.9K ﹤0.01% 1951
2022
Q3 		$230K Buy
13,028
+528
+4% +$10.9K ﹤0.01% 1818
2022
Q2 		$245K Buy
+12,500
New +$293K ﹤0.01% 1745
2022
Q1 		– Sell
-5,586
Closed -$218K – 2356
2021
Q4 		$218K Hold
5,586
– – ﹤0.01% 1817
2021
Q3 		$216K Buy
+5,586
New +$227K ﹤0.01% 1821

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return