Stratos Wealth Partners, LTD. BME BLACKROCK HEALTH SCIENCES TR

Ownership history in Stratos Wealth Partners, LTD.  ·  20 quarters on record

AI Ownership Summary

Stratos Wealth Partners, LTD. reported BLACKROCK HEALTH SCIENCES TR (BME) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows BME at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Partners, LTD.'s position in BLACKROCK HEALTH SCIENCES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BME was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stratos Wealth Partners, LTD. held BME — position size vs. price
% of Fund (quarterly)    BME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,805 +566 +7.8% 0.00% $301K 2026-04-28 $38.89
2025 Q4 REDUCED 5.7% -4.6% 7,239 -434 -5.7% 0.00% $298K 2026-01-20 $40.48
2025 Q3 ADDED 7,673 +790 +11.5% 0.00% $286K 2025-11-06 $37.17
2025 Q2 REDUCED 6,883 -154 -2.2% 0.00% $251K 2025-07-29 $33.94
2025 Q1 ADDED 7,037 +517 +7.9% 0.00% $272K 2025-04-30 $34.69
2024 Q4 REDUCED 6,520 -81 -1.2% 0.00% $247K 2025-01-27 $36.68
2024 Q3 ADDED 6,601 +207 +3.2% 0.00% $277K 2024-10-17 $36.57
2024 Q2 REDUCED 51.1% +4.2% 6,394 -6,671 -51.1% 0.00% $261K 2024-07-24 $36.15
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stratos Wealth Partners, LTD. and BME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stratos Wealth Partners, LTD. reported owning BME?

Stratos Wealth Partners, LTD. reported BME across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BME position in Stratos Wealth Partners, LTD.'s portfolio?

The largest reported portfolio weight for BME was 0.00% in 2024 Q2.

What is the latest reported BME position on this page?

The most recent filing on this page is 2026 Q1, when Stratos Wealth Partners, LTD. reported 7,805 shares, equal to 0.00% of portfolio, with an estimated market value of $301K.

What does the chart on this BME ownership page compare?

The chart compares Stratos Wealth Partners, LTD.'s quarterly BME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stratos Wealth Partners, LTD. time their BME position?

Based on 13F filing dates vs. subsequent BME price moves, Stratos Wealth Partners, LTD. correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on BME relative to SPY over the holding period was -12.2%.

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