Focus Partners Wealth
BSTZ icon

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

Focus Partners 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 		$332K Buy
11,069
+1,414
+15% +$39K ﹤0.01% 2210
2026
Q1 		$214K Sell
9,655
-919
-9% -$20.6K ﹤0.01% 2386
2025
Q4 		$239K Buy
+10,574
New +$236K ﹤0.01% 2354

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

Focus Partners Wealth's BSTZ Position: Q2 2026 in Review

Focus Partners Wealth increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 15% in Q2 2026, buying an estimated $39K and bringing the position to 11,069 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Focus Partners 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.

  • Focus Partners Wealth held 11,069 shares of BlackRock Science and Technology Term Trust worth $332K as of Q2 2026.
  • Focus Partners Wealth bought 1,414 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $39K.
  • BlackRock Science and Technology Term Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2210 holding.
  • Focus Partners 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.