B. Riley Wealth Advisors, Inc.

Position in BMEZ — BlackRock Health Sciences Term Trust

CIK 1464811 MEMPHIS, TN

Position in BMEZ

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$231,861

+$16,418 QoQ

Shares Held

15,105

+0.7% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#55

of 87 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. BMEZ ranks #44 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc.	405,048	$7,250,359
2	BX	Blackstone Inc.	55,522	$6,533,273
3	BPRE	Bluerock Private Real Estate Fund	454,953	$5,918,938
4	AB	Alliancebernstein Holding L.P.	75,577	$2,661,821
5	GLAD	Gladstone Capital Corp	135,581	$2,632,983
6	RA	Brookfield Real Assets Income Fund Inc.	133,545	$1,720,059
7	CSWC	Capital Southwest Corp	69,775	$1,658,551
8	MAIN	Main Street Capital CORP	26,913	$1,396,246

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,861	15,105	+0.7%	Shares	Sole	2026-07-14
2026-03-31	$215,443	15,003	+15.7%	Shares	Sole	2026-04-27
2025-12-31	$195,198	12,970	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$186,508	12,934	+0.6%	Shares	Sole	2025-10-31
2025-06-30	$183,355	12,858	-25.9%	Shares	Sole	2025-08-19
2024-03-31	$284,579	17,363	0.0%	Shares	Sole	2024-05-16
2023-09-30	$250,200	17,363	+4.8%	Shares	Sole	2023-12-01
2023-06-30	$272,030	16,567	+16.0%	Shares	Sole	2023-07-27
2023-03-31	$238,618	14,280	+16.5%	Shares	Sole	2023-05-17
2022-12-31	$189,202	12,262	-12.2%	Shares	Sole	2023-03-15
2022-09-30	$208,557	13,969	—	Shares	Other	2022-11-22
No filing history on record for this holder in this stock.