D.A. Davidson & Co’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

D.A. Davidson & Co’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	$356K	Buy	+11,842	New	+$327K	﹤0.01%	1325
2022 Q3	–	Sell	-15,497	Closed	-$304K	–	1295
2022 Q2	$304K	Sell	15,497 -1,500	-9%	-$35.2K	﹤0.01%	1004
2022 Q1	$499K	Hold	16,997	–	–	0.01%	884
2021 Q4	$662K	Sell	16,997 -1,000	-6%	-$39.9K	0.01%	790
2021 Q3	$694K	Hold	17,997	–	–	0.01%	740
2021 Q2	$751K	Buy	17,997 +6,500	+57%	+$246K	0.01%	710
2021 Q1	$410K	Buy	+11,497	New	+$419K	0.01%	857

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

D.A. Davidson & Co's BSTZ Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 11,842 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in BSTZ as recently as Q2 2022.

D.A. Davidson & Co first reported a position in BSTZ in Q1 2021 and has held it in 7 quarters since. The position peaked at $751K in Q2 2021. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

D.A. Davidson & Co held 11,842 shares of BlackRock Science and Technology Term Trust worth $356K as of Q2 2026.
BlackRock Science and Technology Term Trust was a new D.A. Davidson & Co position in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1325 holding.
D.A. Davidson & Co first reported a position in BlackRock Science and Technology Term Trust in Q1 2021 and has held it in 7 quarters since.
D.A. Davidson & Co's BlackRock Science and Technology Term Trust position peaked at $751K in Q2 2021.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.