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 Q2	$392K	Sell	13,057 -8,734	-40%	-$241K	﹤0.01%	3376
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 $3.9B 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

Creative Planning's BSTZ Position: Q2 2026 in Review

Creative Planning reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 40% in Q2 2026, selling an estimated $241K and leaving 13,057 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Creative Planning first reported a position in BSTZ in Q3 2021 and has held it in 11 quarters since. The position peaked at $483K in Q1 2026. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Creative Planning held 13,057 shares of BlackRock Science and Technology Term Trust worth $392K as of Q2 2026.
Creative Planning sold 8,734 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $241K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3376 holding.
Creative Planning first reported a position in BlackRock Science and Technology Term Trust in Q3 2021 and has held it in 11 quarters since.
Creative Planning's BlackRock Science and Technology Term Trust position peaked at $483K in Q1 2026.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.