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BSTZ icon

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
Q2 		$267K Buy
+8,890
New +$245K 0.07% 206
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 $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wealth Effects's BSTZ Position: Q2 2026 in Review

Wealth Effects opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 8,890 shares worth $267K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings. This is a return to the name: Wealth Effects previously reported a position in BSTZ as recently as Q4 2025.

Wealth Effects first reported a position in BSTZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $698K in Q4 2025. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Wealth Effects held 8,890 shares of BlackRock Science and Technology Term Trust worth $267K as of Q2 2026.
  • BlackRock Science and Technology Term Trust was a new Wealth Effects position in Q2 2026.
  • BlackRock Science and Technology Term Trust made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #206 holding.
  • Wealth Effects first reported a position in BlackRock Science and Technology Term Trust in Q4 2025 and has held it in 2 quarters since.
  • Wealth Effects's BlackRock Science and Technology Term Trust position peaked at $698K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.