Focus Financial Network’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Focus Financial Network’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	$720K	Buy	23,960 +2,388	+11%	+$65.9K	0.02%	408
2026 Q1	$478K	Sell	21,572 -570	-3%	-$12.8K	0.02%	471
2025 Q4	$501K	Sell	22,142 -221	-1%	-$4.93K	0.02%	449
2025 Q3	$496K	Buy	22,363 +3,479	+18%	+$74.8K	0.02%	447
2025 Q2	$392K	Buy	18,884 +3,085	+20%	+$57.3K	0.02%	490
2025 Q1	$280K	Buy	15,799 +1,006	+7%	+$20.5K	0.01%	570
2024 Q4	$306K	Buy	14,793 +190	+1%	+$3.92K	0.01%	543
2024 Q3	$280K	Buy	14,603 +81	+0.6%	+$1.55K	0.01%	567
2024 Q2	$289K	Buy	14,522 +231	+2%	+$4.33K	0.01%	538
2024 Q1	$248K	Buy	14,291 +288	+2%	+$5.17K	0.01%	543
2023 Q4	$234K	Buy	14,003 +428	+3%	+$6.92K	0.01%	640
2023 Q3	$224K	Buy	13,575 +1,214	+10%	+$21.5K	0.01%	539
2023 Q2	$224K	Buy	12,361 +1,116	+10%	+$19.2K	0.01%	533
2023 Q1	$210K	Buy	+11,245	New	+$197K	0.01%	530

Other funds holding BSTZ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return