Institute for Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Institute for Wealth Management’s Portfolio BST Stock Details BST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.61K	Buy	+150	New	+$6.69K	﹤0.01%	1379

Other funds holding BST

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Alchemi Wealth Essex, Connecticut $213M AUM

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

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Institute for Wealth Management's BST Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock Science and Technology Trust (BST) in Q2 2026: 150 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

80 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Institute for Wealth Management held 150 shares of BlackRock Science and Technology Trust worth $7.61K as of Q2 2026.
BlackRock Science and Technology Trust was a new Institute for Wealth Management position in Q2 2026.
BlackRock Science and Technology Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1379 holding.
80 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.