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 Q1	$5.07K	Buy	+229	New	+$5.13K	﹤0.01%	1954

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Root Financial Partners's BSTZ Position: Q1 2026 in Review

Root Financial Partners opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q1 2026: 229 shares worth $5.07K. The stake represents ﹤0.01% of the portfolio and ranks #1954 among its holdings.

134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

Root Financial Partners held 229 shares of BlackRock Science and Technology Term Trust worth $5.07K as of Q1 2026.
BlackRock Science and Technology Term Trust was a new Root Financial Partners position in Q1 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1954 holding.
134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.