WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in BST — BlackRock Science & Technology Trust

CIK 1812177 HIGHLAND PARK, IL

Position in BST

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$340,090

-$31,945 QoQ

Shares Held

9,356

+2.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $5,584,039 across 19 Asset Management names. BST ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTG	Reaves Utility Income Fund	19,260	$756,532
2	DLY	DoubleLine Yield Opportunities Fund	40,142	$558,776
3	JPC	Nuveen Preferred & Income Opportunities Fund	55,269	$416,728
4	DSL	DoubleLine Income Solutions Fund	35,833	$388,071
5	UTF	Cohen & Steers Infrastructure Fund Inc	14,260	$369,048
6	BST	BlackRock Science & Technology Trust This page	9,356	$340,090
7	BGB	Blackstone Strategic Credit 2027 Term Fund	27,575	$307,461
8	PFN	PIMCO Income Strategy Fund II	41,300	$284,557

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$340,090	9,356	+2.0%	Shares	Sole	2026-04-30
2025-12-31	$372,035	9,177	+4.8%	Shares	Sole	2026-02-12
2025-09-30	$362,024	8,753	+1.9%	Shares	Sole	2025-11-12
2025-06-30	$327,918	8,591	+2.1%	Shares	Sole	2025-08-12
2025-03-31	$277,577	8,414	+2.1%	Shares	Sole	2025-05-08
2024-12-31	$301,254	8,240	+2.1%	Shares	Sole	2025-02-12
2024-09-30	$286,142	8,074	+2.2%	Shares	Sole	2024-11-14
2024-06-30	$297,626	7,903	+2.1%	Shares	Sole	2024-08-12
2024-03-31	$285,797	7,741	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$255,311	7,585	+2.3%	Shares	Sole	2024-02-13
2023-09-30	$232,842	7,413	-7.6%	Shares	Sole	2023-11-14
2023-06-30	$276,277	8,022	+2.1%	Shares	Sole	2023-08-11
2023-03-31	$254,127	7,858	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$218,278	7,694	+2.3%	Shares	Sole	2023-02-14
2022-09-30	$221,055	7,524	+2.0%	Shares	Sole	2022-11-01
2022-06-30	$239,613	7,375	-47.5%	Shares	Sole	2022-08-09
2022-03-31	$607,986	14,051	+19.2%	Shares	Sole	2022-05-13
2021-12-31	$588,996	11,787	+2.4%	Shares	Sole	2022-02-10
2021-09-30	$600,205	11,507	+0.7%	Shares	Sole	2021-11-15
2021-06-30	$681,113	11,430	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$607,342	11,361	+0.6%	Shares	Sole	2021-05-17
2020-12-31	$594,937	11,296	+0.6%	Shares	Sole	2021-02-19
2020-09-30	$477,590	11,227	+28.5%	Shares	Sole	2020-11-13
2020-06-30	$326,317	8,734	+0.9%	Shares	Sole	2020-08-18
2020-03-31	$245,339	8,654	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.