Formidable Asset Management, LLC
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1592613
CINCINNATI, OH
Position in BSTZ
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,074,961
+$43,945 QoQ
Shares Held
48,531
+6.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Formidable Asset Management, LLC holds $37,028,094 across 27 Asset Management names. BSTZ ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
1,376,536 | $7,323,171 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
843,399 | $7,303,835 | |
| 3 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
301,869 | $4,099,381 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
113,692 | $2,791,138 | |
| 5 | HQL |
abrdn Life Sciences Investors
|
158,385 | $2,576,923 | |
| 6 | ETO |
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
|
51,874 | $1,382,442 | |
| 7 | BGR |
BlackRock Energy & Resources Trust
|
77,702 | $1,345,021 | |
| 8 | RJF |
Raymond James Financial Inc
|
7,618 | $1,103,010 |
All Filings in BSTZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,074,961 | 48,531 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,031,016 | 45,600 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $980,757 | 44,258 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $439,505 | 21,181 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $375,750 | 21,181 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||