SageView Advisory Group
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SageView Advisory Group’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

SageView Advisory Group’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 		– Sell
-6,834
Closed -$155K – 845
2025
Q4 		$155K Buy
+6,834
New +$152K 0.01% 677

Other funds holding BSTZ

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Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SageView Advisory Group's BSTZ Position: Q1 2026 in Review

SageView Advisory Group sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2026, closing a stake of 6,834 shares — an estimated $155K sold.

SageView Advisory Group first reported a position in BSTZ in Q4 2025 and held it in 1 quarter. The position peaked at $155K in Q4 2025. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

  • SageView Advisory Group reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 6,834 BlackRock Science and Technology Term Trust shares in Q1 2026, an estimated $155K.
  • SageView Advisory Group first reported a position in BlackRock Science and Technology Term Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's BlackRock Science and Technology Term Trust position peaked at $155K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.