ARC
BTX

Advisor Resource Council’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-251,855
Closed -$1.58M – 619
2025
Q1 		$1.58M Buy
+251,855
New +$1.87M 0.13% 183

Other funds holding BTX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisor Resource Council's BTX Position: Q2 2025 in Review

Advisor Resource Council sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2025, closing a stake of 251,855 shares — an estimated $1.58M sold.

Advisor Resource Council first reported a position in BTX in Q1 2025 and held it in 1 quarter. The position peaked at $1.58M in Q1 2025. 117 funds tracked by Wall St. Rank hold BTX as of Q2 2025.

  • Advisor Resource Council reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 251,855 BlackRock Technology and Private Equity Term Trust shares in Q2 2025, an estimated $1.58M.
  • Advisor Resource Council first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's BlackRock Technology and Private Equity Term Trust position peaked at $1.58M in Q1 2025.
  • 117 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.