LA
BSTZ icon

LM Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

LM Advisors’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 		$38.7K Sell
858
-82
-9% -$1.84K 0.61% 46
2025
Q4 		$41.6K Sell
940
-44,588
-98% -$994K 0.75% 38
2025
Q3 		$1.01M Sell
45,528
-4,329
-9% -$93K 0.15% 90
2025
Q2 		$1.03M Sell
49,857
-8,509
-15% -$158K 0.13% 81
2025
Q1 		$1.03M Sell
58,366
-12,808
-18% -$261K 0.19% 85
2024
Q4 		$1.47M Sell
71,174
-21,019
-23% -$434K 0.26% 68
2024
Q3 		$1.77M Sell
92,193
-47,507
-34% -$907K 0.36% 53
2024
Q2 		$2.78M Sell
139,700
-6,539
-4% -$123K ﹤0.01% 56
2024
Q1 		$2.84M Hold
146,239
– – 0.45% 40
2023
Q4 		$2.44M Buy
+146,239
New +$2.36M 0.49% 40

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