DWM
BSTZ icon

Dakota Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Dakota Wealth Management’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 		$404K Buy
13,466
+248
+2% +$6.85K 0.01% 612
2026
Q1 		$293K Buy
+13,218
New +$296K 0.01% 655
2025
Q3 		– Sell
-15,496
Closed -$322K – 667
2025
Q2 		$322K Sell
15,496
-4,706
-23% -$87.4K 0.01% 596
2025
Q1 		$358K Sell
20,202
-8,917
-31% -$182K 0.01% 576
2024
Q4 		$603K Sell
29,119
-4,497
-13% -$92.8K 0.01% 471
2024
Q3 		$645K Sell
33,616
-2,299
-6% -$43.9K 0.01% 461
2024
Q2 		$715K Buy
35,915
+710
+2% +$13.3K 0.02% 436
2024
Q1 		$683K Sell
35,205
-1,065
-3% -$19.1K 0.02% 446
2023
Q4 		$606K Buy
36,270
+3,135
+9% +$50.7K 0.02% 396
2023
Q3 		$547K Sell
33,135
-575
-2% -$10.2K 0.02% 389
2023
Q2 		$610K Buy
33,710
+1,540
+5% +$26.5K 0.03% 344
2023
Q1 		$601K Buy
32,170
+1,075
+3% +$18.9K 0.04% 327
2022
Q4 		$486K Buy
31,095
+7,110
+30% +$121K 0.03% 357
2022
Q3 		$424K Buy
+23,985
New +$494K 0.03% 369

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
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

Dakota Wealth Management's BSTZ Position: Q2 2026 in Review

Dakota Wealth Management increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 1.9% in Q2 2026, buying an estimated $6.85K and bringing the position to 13,466 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #612.

Dakota Wealth Management first reported a position in BSTZ in Q3 2022 and has held it in 14 quarters since. The position peaked at $715K in Q2 2024. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Dakota Wealth Management held 13,466 shares of BlackRock Science and Technology Term Trust worth $404K as of Q2 2026.
  • Dakota Wealth Management bought 248 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $6.85K.
  • BlackRock Science and Technology Term Trust made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Dakota Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q3 2022 and has held it in 14 quarters since.
  • Dakota Wealth Management's BlackRock Science and Technology Term Trust position peaked at $715K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.