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

Merit Financial Group’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	$364K	Sell	12,122 -2,026	-14%	-$55.9K	﹤0.01%	1698
2026 Q1	$313K	Buy	14,148 +1,958	+16%	+$43.9K	﹤0.01%	1626
2025 Q4	$276K	Buy	12,190 +252	+2%	+$5.62K	﹤0.01%	1606
2025 Q3	$265K	Buy	11,938 +847	+8%	+$18.2K	﹤0.01%	1522
2025 Q2	$230K	Buy	+11,091	New	+$206K	﹤0.01%	1480

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

Merit Financial Group's BSTZ Position: Q2 2026 in Review

Merit Financial Group reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 14% in Q2 2026, selling an estimated $55.9K and leaving 12,122 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Merit Financial Group first reported a position in BSTZ in Q2 2025 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Merit Financial Group held 12,122 shares of BlackRock Science and Technology Term Trust worth $364K as of Q2 2026.
Merit Financial Group sold 2,026 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $55.9K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1698 holding.
Merit Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q2 2025 and has held it in 5 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.