Steward Partners Investment Advisory’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Steward Partners Investment Advisory’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	$3.42M	Buy	154,534 +71	+0%	+$1.59K	0.02%	652
2025 Q4	$3.49M	Buy	154,463 +993	+0.6%	+$22.1K	0.02%	590
2025 Q3	$3.4M	Buy	153,470 +70,534	+85%	+$1.52M	0.02%	591
2025 Q2	$1.72M	Buy	82,936 +2,199	+3%	+$40.9K	0.01%	759
2025 Q1	$1.43M	Buy	80,737 +2,240	+3%	+$45.7K	0.01%	781
2024 Q4	$1.63M	Buy	78,497 +3,639	+5%	+$75.1K	0.01%	702
2024 Q3	$1.44M	Buy	74,858 +2,868	+4%	+$54.8K	0.01%	738
2024 Q2	$1.43M	Buy	71,990 +806	+1%	+$15.1K	0.02%	689
2024 Q1	$1.38M	Buy	71,184 +6,614	+10%	+$119K	0.02%	693
2023 Q4	$1.08M	Sell	64,570 -7,154	-10%	-$116K	0.01%	694
2023 Q3	$1.18M	Buy	71,724 +4,014	+6%	+$70.9K	0.02%	623
2023 Q2	$1.23M	Buy	67,710 +4,850	+8%	+$83.4K	0.02%	629
2023 Q1	$1.17M	Sell	62,860 -3,835	-6%	-$67.3K	0.02%	643
2022 Q4	$1.04M	Sell	66,695 -64,664	-49%	-$1.1M	0.02%	651
2022 Q3	$2.32M	Buy	131,359 +8,654	+7%	+$178K	0.04%	385
2022 Q2	$2.4M	Sell	122,705 -6,354	-5%	-$149K	0.04%	381
2022 Q1	$3.79M	Sell	129,059 -22,973	-15%	-$685K	0.06%	322
2021 Q4	$5.92M	Buy	152,032 +564	+0.4%	+$22.5K	0.09%	234
2021 Q3	$5.84M	Buy	151,468 +8,391	+6%	+$340K	0.1%	223
2021 Q2	$5.97M	Sell	143,077 -36,564	-20%	-$1.39M	0.1%	209
2021 Q1	$6.41M	Buy	179,641 +37,616	+26%	+$1.37M	0.11%	190
2020 Q4	$5.17M	Buy	142,025 +22,215	+19%	+$685K	0.11%	186
2020 Q3	$3.07M	Buy	119,810 +65,773	+122%	+$1.64M	0.08%	250
2020 Q2	$1.23M	Buy	54,037 +37,635	+229%	+$764K	0.03%	400
2020 Q1	$273K	Buy	16,402 +12,125	+283%	+$238K	0.01%	704
2019 Q4	$87K	Buy	+4,277	New	+$85.7K	﹤0.01%	1179

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 $3.43B AUM 24.13% 1-Year Est. Return

KIM

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

Steward Partners Investment Advisory's BSTZ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 0.05% in Q1 2026, buying an estimated $1.59K and bringing the position to 154,534 shares worth $3.42M. The position accounts for 0.02% of the portfolio, ranked #652.

Steward Partners Investment Advisory first reported a position in BSTZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.41M in Q1 2021. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

Steward Partners Investment Advisory held 154,534 shares of BlackRock Science and Technology Term Trust worth $3.42M as of Q1 2026.
Steward Partners Investment Advisory bought 71 BlackRock Science and Technology Term Trust shares in Q1 2026, an estimated $1.59K.
BlackRock Science and Technology Term Trust made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #652 holding.
Steward Partners Investment Advisory first reported a position in BlackRock Science and Technology Term Trust in Q4 2019 and has held it in 26 quarters since.
Steward Partners Investment Advisory's BlackRock Science and Technology Term Trust position peaked at $6.41M in Q1 2021.
134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.