LPL Financial
BSTZ icon

LPL Financial’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

LPL Financial’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 		$5.81M Sell
193,382
-6,241
-3% -$172K ﹤0.01% 2659
2026
Q1 		$4.42M Sell
199,623
-8,399
-4% -$188K ﹤0.01% 2742
2025
Q4 		$4.7M Buy
208,022
+13,620
+7% +$304K ﹤0.01% 2586
2025
Q3 		$4.31M Buy
194,402
+20,487
+12% +$440K ﹤0.01% 2607
2025
Q2 		$3.61M Buy
173,915
+5,224
+3% +$97.1K ﹤0.01% 2574
2025
Q1 		$2.99M Sell
168,691
-79
-0% -$1.61K ﹤0.01% 2570
2024
Q4 		$3.5M Sell
168,770
-16,224
-9% -$335K ﹤0.01% 2377
2024
Q3 		$3.55M Buy
184,994
+9,690
+6% +$185K ﹤0.01% 2244
2024
Q2 		$3.49M Sell
175,304
-31,111
-15% -$583K ﹤0.01% 2138
2024
Q1 		$4M Sell
206,415
-1,252
-0.6% -$22.5K ﹤0.01% 1950
2023
Q4 		$3.47M Sell
207,667
-4,979
-2% -$80.5K ﹤0.01% 1948
2023
Q3 		$3.51M Buy
212,646
+1,974
+0.9% +$34.9K ﹤0.01% 1828
2023
Q2 		$3.82M Sell
210,672
-7,297
-3% -$126K ﹤0.01% 1748
2023
Q1 		$4.07M Buy
217,969
+102
+0% +$1.79K ﹤0.01% 1640
2022
Q4 		$3.41M Buy
217,867
+9,278
+4% +$158K ﹤0.01% 1686
2022
Q3 		$3.68M Buy
208,589
+12,776
+7% +$263K ﹤0.01% 1583
2022
Q2 		$3.84M Buy
195,813
+124,482
+175% +$2.92M ﹤0.01% 1574
2022
Q1 		$2.1M Sell
71,331
-13,601
-16% -$406K ﹤0.01% 2031
2021
Q4 		$3.31M Sell
84,932
-6,900
-8% -$275K ﹤0.01% 1715
2021
Q3 		$3.54M Buy
91,832
+10,459
+13% +$424K ﹤0.01% 1625
2021
Q2 		$3.39M Buy
81,373
+2,635
+3% +$99.9K ﹤0.01% 1618
2021
Q1 		$2.81M Buy
78,738
+7,851
+11% +$286K ﹤0.01% 1610
2020
Q4 		$2.58M Buy
70,887
+24,468
+53% +$754K ﹤0.01% 1506
2020
Q3 		$1.19M Buy
46,419
+18,838
+68% +$471K ﹤0.01% 1804
2020
Q2 		$625K Buy
+27,581
New +$560K ﹤0.01% 2188

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
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

LPL Financial's BSTZ Position: Q2 2026 in Review

LPL Financial reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 3.1% in Q2 2026, selling an estimated $172K and leaving 193,382 shares worth $5.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

LPL Financial first reported a position in BSTZ in Q2 2020 and has held it in 25 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • LPL Financial held 193,382 shares of BlackRock Science and Technology Term Trust worth $5.81M as of Q2 2026.
  • LPL Financial sold 6,241 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $172K.
  • BlackRock Science and Technology Term Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2659 holding.
  • LPL Financial first reported a position in BlackRock Science and Technology Term Trust in Q2 2020 and has held it in 25 quarters since.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.