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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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 Enhancement Advisory Services's BSTZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 28% in Q2 2026, buying an estimated $1.07M and bringing the position to 176,994 shares worth $5.22M. The position accounts for 0.01% of the portfolio, ranked #980.

Wealth Enhancement Advisory Services first reported a position in BSTZ in Q3 2023 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Wealth Enhancement Advisory Services held 176,994 shares of BlackRock Science and Technology Term Trust worth $5.22M as of Q2 2026.
Wealth Enhancement Advisory Services bought 38,920 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $1.07M.
BlackRock Science and Technology Term Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #980 holding.
Wealth Enhancement Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q3 2023 and has held it in 12 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.