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

Stablepoint 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	$385K	Buy	12,832 +710	+6%	+$19.6K	0.05%	211
2026 Q1	$269K	Sell	12,122 -89	-0.7%	-$2K	0.04%	230
2025 Q4	$276K	Hold	12,211	–	–	0.04%	221
2025 Q3	$271K	Buy	12,211 +941	+8%	+$20.2K	0.04%	224
2025 Q2	$234K	Buy	11,270 +500	+5%	+$9.29K	0.04%	233
2025 Q1	$191K	Hold	10,770	–	–	0.03%	237
2024 Q4	$223K	Buy	+10,770	New	+$222K	0.04%	227
2024 Q2	–	Sell	-10,582	Closed	-$205K	–	242
2024 Q1	$205K	Buy	+10,582	New	+$190K	0.04%	229

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

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 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