Root Financial Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Root Financial Partners’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	–	Sell	-229	Closed	-$5.07K	–	814
2026 Q1	$5.07K	Buy	+229	New	+$5.13K	﹤0.01%	1954

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

Root Financial Partners's BSTZ Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026, closing a stake of 229 shares — an estimated $5.07K sold.

Root Financial Partners first reported a position in BSTZ in Q1 2026 and held it in 1 quarter. The position peaked at $5.07K in Q1 2026. 151 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Root Financial Partners reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 229 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $5.07K.
Root Financial Partners first reported a position in BlackRock Science and Technology Term Trust in Q1 2026 and held it in 1 quarter.
Root Financial Partners's BlackRock Science and Technology Term Trust position peaked at $5.07K in Q1 2026.
151 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.