Prevail Innovative Wealth Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio BST Stock Details BST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Buy	+6,914	New	+$308K	0.05%	149
2025 Q4	–	Sell	-9,582	Closed	-$396K	–	195
2025 Q3	$396K	Buy	+9,582	New	+$378K	0.08%	172

Other funds holding BST

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Alchemi Wealth Essex, Connecticut $213M AUM

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BST Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in BlackRock Science and Technology Trust (BST) in Q2 2026: 6,914 shares worth $351K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in BST as recently as Q3 2025.

Prevail Innovative Wealth Advisors first reported a position in BST in Q3 2025 and has held it in 2 quarters since. The position peaked at $396K in Q3 2025. 56 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Prevail Innovative Wealth Advisors held 6,914 shares of BlackRock Science and Technology Trust worth $351K as of Q2 2026.
BlackRock Science and Technology Trust was a new Prevail Innovative Wealth Advisors position in Q2 2026.
BlackRock Science and Technology Trust made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Prevail Innovative Wealth Advisors first reported a position in BlackRock Science and Technology Trust in Q3 2025 and has held it in 2 quarters since.
Prevail Innovative Wealth Advisors's BlackRock Science and Technology Trust position peaked at $396K in Q3 2025.
56 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.