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

Evolution 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
2025
Q3 		– Sell
-83
Closed -$1.72K – 603
2025
Q2 		$1.72K Buy
+83
New +$1.54K ﹤0.01% 526

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Evolution Wealth Management's BSTZ Position: Q3 2025 in Review

Evolution Wealth Management sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2025, closing a stake of 83 shares — an estimated $1.72K sold.

Evolution Wealth Management first reported a position in BSTZ in Q2 2025 and held it in 1 quarter. The position peaked at $1.72K in Q2 2025. 114 funds tracked by Wall St. Rank hold BSTZ as of Q3 2025.

  • Evolution Wealth Management reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 83 BlackRock Science and Technology Term Trust shares in Q3 2025, an estimated $1.72K.
  • Evolution Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's BlackRock Science and Technology Term Trust position peaked at $1.72K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.