PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1989941
LEAWOOD, KS
Position in BSTZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$364,444
-$1,454,833 QoQ
Shares Held
12,136
-86.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#90
of 152 holders
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $4,916,796 across 7 Asset Management names. BSTZ ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
96,506 | $2,546,793 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
22,448 | $573,546 | |
| 3 | BTX |
BlackRock Technology & Private Equity Term Trust
|
40,697 | $367,493 | |
| 4 | BSTZ |
BlackRock Science & Technology Term Trust
This page
|
12,136 | $364,444 | |
| 5 | USA |
Liberty All Star Equity Fund
|
61,471 | $357,146 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
19,316 | $356,766 | |
| 7 | BST |
BlackRock Science & Technology Trust
|
6,914 | $350,608 |
All Filings in BSTZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,444 | 12,136 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $1,819,277 | 87,676 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,011,375 | 57,011 | Shares | Sole | 2025-05-02 | |
| 2023-06-30 | $5,026,647 | 277,562 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||