Formidable Asset Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Formidable Asset 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
2026 Q2	$1.05M	Sell	47,582 -949	-2%	-$26.2K	0.17%	133
2026 Q1	$1.1M	Buy	48,531 +2,931	+6%	+$65.7K	0.17%	124
2025 Q4	$1.01M	Buy	45,600 +1,342	+3%	+$29.9K	0.15%	137
2025 Q3	$918K	Buy	44,258 +23,077	+109%	+$496K	0.14%	141
2025 Q2	$376K	Hold	21,181	–	–	0.06%	277
2025 Q1	$376K	Buy	+21,181	New	+$432K	0.06%	277

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Formidable Asset Management's BSTZ Position: Q2 2026 in Review

Formidable Asset Management reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 2% in Q2 2026, selling an estimated $26.2K and leaving 47,582 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #133.

Formidable Asset Management first reported a position in BSTZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Formidable Asset Management held 47,582 shares of BlackRock Science and Technology Term Trust worth $1.05M as of Q2 2026.
Formidable Asset Management sold 949 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $26.2K.
BlackRock Science and Technology Term Trust made up 0.17% of Formidable Asset Management's portfolio in Q2 2026, its #133 holding.
Formidable Asset Management first reported a position in BlackRock Science and Technology Term Trust in Q1 2025 and has held it in 6 quarters since.
Formidable Asset Management's BlackRock Science and Technology Term Trust position peaked at $1.1M in Q1 2026.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.