WE
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Wealth Effects’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Wealth Effects’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
-30,886
Closed -$698K – 242
2025
Q4 		$698K Buy
+30,886
New +$689K 0.22% 83

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WS
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

Wealth Effects's BSTZ Position: Q1 2026 in Review

Wealth Effects sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2026, closing a stake of 30,886 shares — an estimated $698K sold.

Wealth Effects first reported a position in BSTZ in Q4 2025 and held it in 1 quarter. The position peaked at $698K in Q4 2025. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

  • Wealth Effects reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2026 after selling out during the quarter.
  • Wealth Effects sold 30,886 BlackRock Science and Technology Term Trust shares in Q1 2026, an estimated $698K.
  • Wealth Effects first reported a position in BlackRock Science and Technology Term Trust in Q4 2025 and held it in 1 quarter.
  • Wealth Effects's BlackRock Science and Technology Term Trust position peaked at $698K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.