Principal Securities’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-550	Closed	-$12.2K	–	1633
2025 Q3	$12.2K	Hold	550	–	–	﹤0.01%	2640
2025 Q2	$11.4K	Buy	+550	New	+$10.2K	﹤0.01%	2568
2024 Q4	–	Sell	-338	Closed	-$6.49K	–	3552
2024 Q3	$6.49K	Buy	338 +11	+3%	+$210	﹤0.01%	2586
2024 Q2	$6.51K	Buy	327 +7	+2%	+$131	﹤0.01%	2551
2024 Q1	$6.21K	Buy	320 +5	+2%	+$90	﹤0.01%	2524
2023 Q4	$5.26K	Buy	+315	New	+$5.09K	﹤0.01%	2516

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 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

Principal Securities's BSTZ Position: Q4 2025 in Review

Principal Securities sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2025, closing a stake of 550 shares — an estimated $12.2K sold.

Principal Securities first reported a position in BSTZ in Q4 2023 and held it in 6 quarters. The position peaked at $12.2K in Q3 2025. 125 funds tracked by Wall St. Rank hold BSTZ as of Q4 2025.

Principal Securities reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 550 BlackRock Science and Technology Term Trust shares in Q4 2025, an estimated $12.2K.
Principal Securities first reported a position in BlackRock Science and Technology Term Trust in Q4 2023 and held it in 6 quarters.
Principal Securities's BlackRock Science and Technology Term Trust position peaked at $12.2K in Q3 2025.
125 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.