4A
BTX

4Wealth Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

4Wealth Advisors’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,021
Closed -$72.6K – 156
2025
Q4 		$72.6K Hold
11,021
– – 0.06% 142
2025
Q3 		$73.8K Hold
11,021
– – 0.07% 131
2025
Q2 		$80.9K Hold
11,021
– – 0.08% 128
2025
Q1 		$69K Hold
11,021
– – 0.08% 122
2024
Q4 		$82K Buy
+11,021
New +$84.8K 0.08% 141

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

4Wealth Advisors's BTX Position: Q1 2026 in Review

4Wealth Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026, closing a stake of 11,021 shares — an estimated $72.6K sold.

4Wealth Advisors first reported a position in BTX in Q4 2024 and held it in 5 quarters. The position peaked at $82K in Q4 2024. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • 4Wealth Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 11,021 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $72.6K.
  • 4Wealth Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2024 and held it in 5 quarters.
  • 4Wealth Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $82K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on 4Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.