EWM
BST icon

EPG Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-6,398
Closed -$211K – 325
2025
Q1 		$211K Buy
6,398
+132
+2% +$4.82K 0.06% 220
2024
Q4 		$229K Buy
6,266
+127
+2% +$4.66K 0.06% 220
2024
Q3 		$218K Buy
+6,139
New +$217K 0.05% 231
2024
Q2 		– Sell
-5,887
Closed -$212K – 240
2024
Q1 		$217K Buy
5,887
+79
+1% +$2.84K 0.05% 245
2023
Q4 		$216K Buy
+5,808
New +$191K 0.06% 232
2022
Q4 		– Sell
-7,696
Closed -$226K – 382
2022
Q3 		$226K Sell
7,696
-257
-3% -$8.9K 0.09% 189
2022
Q2 		$258K Buy
7,953
+163
+2% +$6.05K 0.11% 174
2022
Q1 		$337K Buy
7,790
+136
+2% +$6.02K 0.12% 159
2021
Q4 		$382K Buy
7,654
+339
+5% +$17.8K 0.13% 141
2021
Q3 		$382K Sell
7,315
-7
-0.1% -$379 0.15% 133
2021
Q2 		$436K Sell
7,322
-3
-0% -$171 0.18% 117
2021
Q1 		$392K Sell
7,325
-623
-8% -$33.8K 0.19% 114
2020
Q4 		$419K Buy
7,948
+94
+1% +$4.42K 0.25% 91
2020
Q3 		$334K Buy
7,854
+92
+1% +$3.72K 0.25% 92
2020
Q2 		$290K Sell
7,762
-1,409
-15% -$47.6K 0.21% 107
2020
Q1 		$260K Buy
9,171
+140
+2% +$4.5K 0.19% 96
2019
Q4 		$297K Buy
+9,031
New +$293K 0.22% 76

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPG Wealth Management's BST Position: Q2 2025 in Review

EPG Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q2 2025, closing a stake of 6,398 shares — an estimated $211K sold.

EPG Wealth Management first reported a position in BST in Q4 2019 and held it in 17 quarters. The position peaked at $436K in Q2 2021. 127 funds tracked by Wall St. Rank hold BST as of Q2 2025.

  • EPG Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 6,398 BlackRock Science and Technology Trust shares in Q2 2025, an estimated $211K.
  • EPG Wealth Management first reported a position in BlackRock Science and Technology Trust in Q4 2019 and held it in 17 quarters.
  • EPG Wealth Management's BlackRock Science and Technology Trust position peaked at $436K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.