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

Prevail Innovative Wealth Advisors’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 Buy
+12,136
New +$335K 0.05% 143
2025
Q3 		– Sell
-87,676
Closed -$1.82M – 209
2025
Q2 		$1.82M Buy
87,676
+30,665
+54% +$570K 0.41% 78
2025
Q1 		$1.01M Buy
+57,011
New +$1.16M 0.27% 106
2023
Q3 		– Sell
-277,562
Closed -$5.03M – 127
2023
Q2 		$5.03M Buy
+277,562
New +$4.78M 2.76% 4

Other funds holding BSTZ

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 12,136 shares worth $364K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in BSTZ as recently as Q2 2025.

Prevail Innovative Wealth Advisors first reported a position in BSTZ in Q2 2023 and has held it in 4 quarters since. The position peaked at $5.03M in Q2 2023. 58 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 12,136 shares of BlackRock Science and Technology Term Trust worth $364K as of Q2 2026.
  • BlackRock Science and Technology Term Trust was a new Prevail Innovative Wealth Advisors position in Q2 2026.
  • BlackRock Science and Technology Term Trust made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Prevail Innovative Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q2 2023 and has held it in 4 quarters since.
  • Prevail Innovative Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $5.03M in Q2 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

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