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

NWF 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 Q3	$1.37M	Buy	46,616 +2,301	+5%	+$68.3K	0.13%	124
2026 Q2	$1.33M	Sell	44,315 -982	-2%	-$27.1K	0.13%	123
2026 Q1	$1M	Buy	45,297 +2,185	+5%	+$49K	0.11%	130
2025 Q4	$975K	Buy	43,112 +14,852	+53%	+$331K	0.11%	130
2025 Q3	$626K	Buy	28,260 +9,567	+51%	+$206K	0.07%	185
2025 Q2	$388K	Sell	18,693 -521	-3%	-$9.7K	0.05%	243
2025 Q1	$341K	Buy	+19,214	New	+$392K	0.05%	228
2024 Q4	–	Sell	-19,337	Closed	-$371K	–	304
2024 Q3	$371K	Sell	19,337 -1,548	-7%	-$29.6K	0.05%	208
2024 Q2	$416K	Sell	20,885 -173	-0.8%	-$3.24K	0.07%	179
2024 Q1	$409K	Sell	21,058 -767	-4%	-$13.8K	0.07%	189
2023 Q4	$365K	Sell	21,825 -3,400	-13%	-$55K	0.07%	177
2023 Q3	$416K	Sell	25,225 -750	-3%	-$13.3K	0.1%	155
2023 Q2	$470K	Hold	25,975	–	–	0.11%	146
2023 Q1	$470K	Buy	+25,975	New	+$456K	0.11%	145

Other funds holding BSTZ

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

NWF Advisory Services's BSTZ Position: Q3 2026 in Review

NWF Advisory Services increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 5.2% in Q3 2026, buying an estimated $68.3K and bringing the position to 46,616 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #124.

NWF Advisory Services first reported a position in BSTZ in Q1 2023 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

NWF Advisory Services held 46,616 shares of BlackRock Science and Technology Term Trust worth $1.37M as of Q3 2026.
NWF Advisory Services bought 2,301 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $68.3K.
BlackRock Science and Technology Term Trust made up 0.13% of NWF Advisory Services's portfolio in Q3 2026, its #124 holding.
NWF Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q1 2023 and has held it in 14 quarters since.
22 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.