Ameritas Advisory Services’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-7,300	Closed	-$53.6K	–	2984
2025 Q2	$53.6K	Buy	+7,300	New	+$48.2K	﹤0.01%	1271
2023 Q2	–	Sell	-1,477	Closed	-$11.9K	–	2605
2023 Q1	$11.9K	Buy	+1,477	New	+$11K	﹤0.01%	1833

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ameritas Advisory Services's BTX Position: Q3 2025 in Review

Ameritas Advisory Services sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2025, closing a stake of 7,300 shares — an estimated $53.6K sold.

Ameritas Advisory Services first reported a position in BTX in Q1 2023 and held it in 2 quarters. The position peaked at $53.6K in Q2 2025. 91 funds tracked by Wall St. Rank hold BTX as of Q3 2025.

Ameritas Advisory Services reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 7,300 BlackRock Technology and Private Equity Term Trust shares in Q3 2025, an estimated $53.6K.
Ameritas Advisory Services first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's BlackRock Technology and Private Equity Term Trust position peaked at $53.6K in Q2 2025.
91 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.