SeaCrest Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

SeaCrest Wealth Management’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	$562K	Sell	18,705 -3,612	-16%	-$99.7K	0.06%	265
2026 Q1	$494K	Sell	22,317 -1,015	-4%	-$22.8K	0.05%	325
2025 Q4	$532K	Sell	23,332 -224	-1%	-$4.99K	0.05%	308
2025 Q3	$540K	Buy	23,556 +1,063	+5%	+$22.8K	0.06%	289
2025 Q2	$467K	Sell	22,493 -371	-2%	-$6.89K	0.05%	338
2025 Q1	$406K	Buy	22,864 +10,954	+92%	+$223K	0.05%	389
2024 Q4	$247K	Buy	+11,910	New	+$246K	0.03%	559
2023 Q4	–	Sell	-15,245	Closed	-$252K	–	624
2023 Q3	$252K	Buy	15,245 +144	+1%	+$2.54K	0.03%	504
2023 Q2	$273K	Buy	15,101 +502	+3%	+$8.64K	0.03%	493
2023 Q1	$273K	Buy	+14,599	New	+$256K	0.04%	492

Other funds holding BSTZ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return