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Pinnacle Wealth Planning Services’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$68.8K Sell
2,292
-359
-14% -$9.91K 0.01% 1075
2026
Q1 		$58.7K Buy
2,651
+70
+3% +$1.57K 0.01% 1108
2025
Q4 		$58.4K Buy
+2,581
New +$57.5K 0.01% 1102

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

Pinnacle Wealth Planning Services's BSTZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 14% in Q2 2026, selling an estimated $9.91K and leaving 2,292 shares worth $68.8K. The position accounts for 0.01% of the portfolio, ranked #1075.

Pinnacle Wealth Planning Services first reported a position in BSTZ in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,292 shares of BlackRock Science and Technology Term Trust worth $68.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 359 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $9.91K.
  • BlackRock Science and Technology Term Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1075 holding.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock Science and Technology Term Trust in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.