B. Riley Wealth Advisors, Inc.
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1464811
MEMPHIS, TN
Position in BSTZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$381,260
+$96,899 QoQ
Shares Held
12,696
-1.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#9
of 18 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,221,802 across 78 Asset Management names. BSTZ ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in BSTZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,260 | 12,696 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $284,361 | 12,838 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $289,611 | 12,809 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $277,554 | 12,525 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $258,856 | 12,475 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $246,656 | 11,910 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $240,403 | 12,521 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $240,990 | 12,104 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $302,523 | 15,594 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $214,589 | 12,842 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $257,301 | 15,594 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $240,863 | 13,300 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $204,562 | 10,945 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $227,503 | 12,897 | Shares | Other | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||