IFP Advisors’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

IFP Advisors’s Portfolio BMEZ Stock Details BMEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-184	Closed	-$4K	–	3479
2022 Q4	$4K	Hold	184	–	–	﹤0.01%	3857
2022 Q3	$4K	Buy	184 +35	+23%	+$579	﹤0.01%	4094
2022 Q2	$3K	Hold	149	–	–	﹤0.01%	3955
2022 Q1	$3K	Buy	+149	New	+$3.1K	﹤0.01%	3955

Other funds holding BMEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

IFP Advisors's BMEZ Position: Q1 2023 in Review

IFP Advisors sold out of BlackRock Health Sciences Trust II (BMEZ) in Q1 2023, closing a stake of 184 shares — an estimated $4K sold.

IFP Advisors first reported a position in BMEZ in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q4 2022. 85 funds tracked by Wall St. Rank hold BMEZ as of Q1 2023.

IFP Advisors reported no remaining BlackRock Health Sciences Trust II position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 184 BlackRock Health Sciences Trust II shares in Q1 2023, an estimated $4K.
IFP Advisors first reported a position in BlackRock Health Sciences Trust II in Q1 2022 and held it in 4 quarters.
IFP Advisors's BlackRock Health Sciences Trust II position peaked at $4K in Q4 2022.
85 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.