Creative Planning

Position in BSTZ — BlackRock Science & Technology Term Trust

CIK 1540235 OVERLAND PARK, KS

Position in BSTZ

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$482,670

+$278,660 QoQ

Shares Held

21,791

+141.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

10 quarters on record

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

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. BSTZ ranks #88 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	JHG	Janus Henderson Group Ltd.	364,316	$18,714,912
7	AMP	Ameriprise Financial Inc	39,543	$17,572,909
8	STT	State Street Corp	113,253	$14,333,299

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$482,670	21,791	+141.5%	Shares	Sole	2026-05-12
2025-12-31	$204,010	9,023	-28.5%	Shares	Sole	2026-02-17
2023-09-30	$208,147	12,615	-5.3%	Shares	Sole	2023-11-16
2023-06-30	$241,134	13,315	+0.9%	Shares	Sole	2023-07-21
2023-03-31	$246,708	13,200	-7.0%	Shares	Sole	2023-05-15
2022-12-31	$222,088	14,200	+9.0%	Shares	Sole	2023-02-10
2022-09-30	$229,813	13,028	+4.2%	Shares	Sole	2022-11-03
2022-06-30	$244,875	12,500	+123.8%	Shares	Sole	2022-08-15
2021-12-31	$217,518	5,586	0.0%	Shares	Sole	2022-02-11
2021-09-30	$215,507	5,586	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.