Kestra Advisory Services’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Kestra Advisory Services’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	$395K	Sell	13,139 -18,398	-58%	-$508K	﹤0.01%	2528
2026 Q1	$699K	Buy	31,537 +28,549	+955%	+$640K	﹤0.01%	1974
2025 Q4	$67.6K	Buy	+2,988	New	+$66.6K	﹤0.01%	3739
2023 Q4	–	Sell	-10,093	Closed	-$167K	–	2281
2023 Q3	$167K	Buy	+10,093	New	+$178K	﹤0.01%	1955
2022 Q2	–	Sell	-7,751	Closed	-$228K	–	2143
2022 Q1	$228K	Buy	7,751 +77	+1%	+$2.3K	﹤0.01%	1762
2021 Q4	$299K	Buy	7,674 +433	+6%	+$17.3K	﹤0.01%	1607
2021 Q3	$279K	Buy	7,241 +66	+0.9%	+$2.68K	﹤0.01%	1727
2021 Q2	$299K	Buy	7,175 +643	+10%	+$24.4K	﹤0.01%	1566
2021 Q1	$233K	Buy	6,532 +57	+0.9%	+$2.08K	﹤0.01%	1622
2020 Q4	$236K	Buy	+6,475	New	+$200K	﹤0.01%	1613

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

Kestra Advisory Services's BSTZ Position: Q2 2026 in Review

Kestra Advisory Services reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 58% in Q2 2026, selling an estimated $508K and leaving 13,139 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Kestra Advisory Services first reported a position in BSTZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $699K in Q1 2026. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Kestra Advisory Services held 13,139 shares of BlackRock Science and Technology Term Trust worth $395K as of Q2 2026.
Kestra Advisory Services sold 18,398 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $508K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2528 holding.
Kestra Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q4 2020 and has held it in 10 quarters since.
Kestra Advisory Services's BlackRock Science and Technology Term Trust position peaked at $699K in Q1 2026.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.