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

Evoke Wealth’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 		– Sell
-13,122
Closed -$297K – 720
2025
Q4 		$297K Buy
+13,122
New +$293K 0.01% 522

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Evoke Wealth's BSTZ Position: Q1 2026 in Review

Evoke Wealth sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2026, closing a stake of 13,122 shares — an estimated $297K sold.

Evoke Wealth first reported a position in BSTZ in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

  • Evoke Wealth reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 13,122 BlackRock Science and Technology Term Trust shares in Q1 2026, an estimated $297K.
  • Evoke Wealth first reported a position in BlackRock Science and Technology Term Trust in Q4 2025 and held it in 1 quarter.
  • Evoke Wealth's BlackRock Science and Technology Term Trust position peaked at $297K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.