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

Evolve Private 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
Q2 		$1.71M Sell
56,833
-1,426
-2% -$39.4K 0.1% 173
2026
Q1 		$1.29M Buy
58,259
+793
+1% +$17.8K 0.07% 265
2025
Q4 		$1.3M Buy
+57,466
New +$1.28M 0.08% 235

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

Evolve Private Wealth's BSTZ Position: Q2 2026 in Review

Evolve Private Wealth reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 2.4% in Q2 2026, selling an estimated $39.4K and leaving 56,833 shares worth $1.71M. The position accounts for 0.1% of the portfolio, ranked #173.

Evolve Private Wealth first reported a position in BSTZ in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Evolve Private Wealth held 56,833 shares of BlackRock Science and Technology Term Trust worth $1.71M as of Q2 2026.
  • Evolve Private Wealth sold 1,426 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $39.4K.
  • BlackRock Science and Technology Term Trust made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #173 holding.
  • Evolve Private Wealth first reported a position in BlackRock Science and Technology Term Trust in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.