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JWA
JFS Wealth Advisors’s
BlackRock Science and Technology Term Trust
BSTZ
Stock Holding History
JFS Wealth Advisors’s Portfolio
BSTZ Stock Details
BSTZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-815
Closed
-$18.1K
–
1924
2025
Q3
$18.1K
Buy
815
+9
+1%
+$193
﹤0.01%
718
2025
Q2
$16.7K
Buy
806
+9
+1%
+$167
﹤0.01%
699
2025
Q1
$14.1K
Buy
797
+9
+1%
+$184
﹤0.01%
766
2024
Q4
$16.3K
Buy
788
+8
+1%
+$165
﹤0.01%
696
2024
Q3
$15K
Buy
780
+9
+1%
+$172
﹤0.01%
718
2024
Q2
$15.4K
Sell
771
-234
-23%
-$4.39K
﹤0.01%
663
2024
Q1
$19.5K
Buy
1,005
+8
+0.8%
+$144
﹤0.01%
631
2023
Q4
$16.7K
Buy
997
+9
+0.9%
+$146
﹤0.01%
630
2023
Q3
$16.3K
Buy
988
+12
+1%
+$212
﹤0.01%
593
2023
Q2
$17.7K
Buy
976
+13
+1%
+$224
﹤0.01%
574
2023
Q1
$18K
Buy
963
+13
+1%
+$228
﹤0.01%
561
2022
Q4
$14.9K
Buy
950
+15
+2%
+$255
﹤0.01%
595
2022
Q3
$17K
Buy
935
+11
+1%
+$227
﹤0.01%
601
2022
Q2
$18K
Buy
924
+11
+1%
+$258
﹤0.01%
601
2022
Q1
$26K
Buy
913
+5
+0.6%
+$149
﹤0.01%
541
2021
Q4
$35K
Buy
+908
New
+$36.2K
﹤0.01%
477
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$3.12B AUM
13%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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$2B AUM
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1-Year Est. Return
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1-Year Est. Return
PCM
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$8.52B AUM
37.76%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
WS
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$3.43B AUM
24.13%
1-Year Est. Return
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$60.7B AUM
22.47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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