U.S. Capital Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

U.S. Capital Wealth Advisors’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
2022 Q2	–	Sell	-10,500	Closed	-$308K	–	676
2022 Q1	$308K	Hold	10,500	–	–	0.01%	598
2021 Q4	$409K	Hold	10,500	–	–	0.02%	549
2021 Q3	$405K	Buy	+10,500	New	+$426K	0.02%	545

Other funds holding BSTZ

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

KIM

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

U.S. Capital Wealth Advisors's BSTZ Position: Q2 2022 in Review

U.S. Capital Wealth Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 10,500 shares — an estimated $308K sold.

U.S. Capital Wealth Advisors first reported a position in BSTZ in Q3 2021 and held it in 3 quarters. The position peaked at $409K in Q4 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

U.S. Capital Wealth Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,500 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $308K.
U.S. Capital Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $409K in Q4 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.