PFG Investments’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

PFG Investments’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	$871K	Sell	29,012 -2,400	-8%	-$66.3K	0.03%	430
2026 Q1	$696K	Sell	31,412 -1,084	-3%	-$24.3K	0.03%	474
2025 Q4	$735K	Sell	32,496 -2,107	-6%	-$47K	0.03%	432
2025 Q3	$767K	Buy	34,603 +3,043	+10%	+$65.4K	0.04%	413
2025 Q2	$655K	Sell	31,560 -1,004	-3%	-$18.7K	0.04%	428
2025 Q1	$578K	Sell	32,564 -1,000	-3%	-$20.4K	0.04%	442
2024 Q4	$695K	Sell	33,564 -2,401	-7%	-$49.5K	0.04%	379
2024 Q3	$691K	Sell	35,965 -1,284	-3%	-$24.5K	0.04%	385
2024 Q2	$742K	Sell	37,249 -3,287	-8%	-$61.6K	0.05%	331
2024 Q1	$786K	Buy	+40,536	New	+$728K	0.05%	390
2023 Q3	–	Sell	-25,150	Closed	-$455K	–	514
2023 Q2	$455K	Buy	+25,150	New	+$433K	0.08%	264

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

PFG Investments's BSTZ Position: Q2 2026 in Review

PFG Investments reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 7.6% in Q2 2026, selling an estimated $66.3K and leaving 29,012 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #430.

PFG Investments first reported a position in BSTZ in Q2 2023 and has held it in 11 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

PFG Investments held 29,012 shares of BlackRock Science and Technology Term Trust worth $871K as of Q2 2026.
PFG Investments sold 2,400 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $66.3K.
BlackRock Science and Technology Term Trust made up 0.03% of PFG Investments's portfolio in Q2 2026, its #430 holding.
PFG Investments first reported a position in BlackRock Science and Technology Term Trust in Q2 2023 and has held it in 11 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.