Position in BST
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$608,462
-$77,839 QoQ
Shares Held
16,739
-1.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BST Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WEALTH EFFECTS LLC holds $15,752,750 across 26 Asset Management names. BST ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
29,916 | $3,440,040 | |
| 2 | UTG |
Reaves Utility Income Fund
|
82,866 | $3,254,976 | |
| 3 | STT |
State Street Corp
|
5,554 | $702,914 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
44,807 | $617,888 | |
| 5 | BST |
BlackRock Science & Technology Trust
This page
|
16,739 | $608,462 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
124,780 | $607,678 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
46,380 | $559,342 | |
| 8 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
38,310 | $520,249 |
All Filings in BST
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $608,462 | 16,739 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $686,301 | 16,929 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $699,108 | 16,903 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $560,526 | 14,685 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $566,108 | 17,160 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $625,102 | 17,098 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $611,552 | 17,256 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $688,801 | 18,290 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $791,158 | 21,429 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $753,681 | 22,391 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $701,825 | 22,344 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $778,378 | 22,601 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $725,030 | 22,419 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $659,233 | 23,237 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $833,775 | 28,379 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,014,662 | 31,230 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,399,697 | 32,348 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,657,704 | 33,174 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||