Wealth Enhancement Advisory Services
BSTZ icon

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
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

RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return