KAS
BSTZ icon

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
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 $3.12B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return