Creative Planning

Position in BSTZ — BlackRock Science & Technology Term Trust

CIK 1540235 OVERLAND PARK, KS

Position in BSTZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$392,101

-$90,569 QoQ

Shares Held

13,057

-40.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#81

of 152 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. BSTZ ranks #99 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	436,815	$51,400,020
2	TROW	Price T Rowe Group Inc	420,488	$47,805,280
3	BN	BROOKFIELD Corp /ON/	885,994	$37,734,483
4	CGBD	Carlyle Secured Lending, Inc.	3,086,927	$32,505,340
5	BLK	BlackRock, Inc.	33,365	$32,082,448
6	BXSL	Blackstone Secured Lending Fund	1,288,752	$30,556,309
7			452,530	$23,508,932
8	STT	State Street Corp	137,249	$23,277,430

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,101	13,057	-40.1%	Shares	Sole	2026-08-13
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.