Wealth Enhancement Advisory Services’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$5.53M	Buy	184,827 +7,833	+4%	+$232K	0.01%	1030
2026 Q2	$5.22M	Buy	176,994 +38,920	+28%	+$1.07M	0.01%	980
2026 Q1	$3.09M	Sell	138,074 -66,806	-33%	-$1.5M	0.01%	1164
2025 Q4	$4.7M	Buy	204,880 +24,439	+14%	+$545K	0.01%	1048
2025 Q3	$4.12M	Buy	180,441 +28,671	+19%	+$616K	0.01%	1040
2025 Q2	$3.12M	Sell	151,770 -12,953	-8%	-$241K	0.01%	1127
2025 Q1	$2.92M	Sell	164,723 -15,466	-9%	-$316K	0.01%	1050
2024 Q4	$3.73M	Sell	180,189 -98	-0.1%	-$2.02K	0.01%	907
2024 Q3	$3.46M	Sell	180,287 -6,843	-4%	-$131K	0.01%	845
2024 Q2	$3.73M	Sell	187,130 -4,730	-2%	-$88.7K	0.01%	775
2024 Q1	$3.72M	Buy	191,860 +664	+0.3%	+$11.9K	0.01%	746
2023 Q4	$3.19M	Buy	191,196 +22,502	+13%	+$364K	0.01%	745
2023 Q3	$2.78M	Buy	+168,694	New	+$2.98M	0.01%	749

Other funds holding BSTZ

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSTZ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 4.4% in Q3 2026, buying an estimated $232K and bringing the position to 184,827 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #1030.

Wealth Enhancement Advisory Services first reported a position in BSTZ in Q3 2023 and has held it in 13 quarters since. 9 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

Wealth Enhancement Advisory Services held 184,827 shares of BlackRock Science and Technology Term Trust worth $5.53M as of Q3 2026.
Wealth Enhancement Advisory Services bought 7,833 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $232K.
BlackRock Science and Technology Term Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1030 holding.
Wealth Enhancement Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q3 2023 and has held it in 13 quarters since.
9 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.