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

Amplius Wealth 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	-11,845	Closed	-$78.1K	–	187
2025 Q4	$78.1K	Buy	+11,845	New	+$79.7K	0.01%	176
2024 Q2	–	Sell	-13,563	Closed	-$110K	–	186
2024 Q1	$110K	Sell	13,563 -7,247	-35%	-$56.2K	0.01%	176
2023 Q4	$153K	Sell	20,810 -6,408	-24%	-$45K	0.02%	170
2023 Q3	$189K	Sell	27,218 -217	-0.8%	-$1.66K	0.03%	156
2023 Q2	$215K	Sell	27,435 -25,678	-48%	-$194K	0.03%	155
2023 Q1	$426K	Sell	53,113 -5,652	-10%	-$42.1K	0.06%	110
2022 Q4	$400K	Sell	58,765 -23,786	-29%	-$170K	0.06%	103
2022 Q3	$600K	Sell	82,551 -28,326	-26%	-$237K	0.11%	75
2022 Q2	$880K	Sell	110,877 -1,179,822	-91%	-$10.6M	0.14%	63
2022 Q1	$14.7M	Buy	1,290,699 +497,614	+63%	+$6.27M	2.26%	15
2021 Q4	$11.5M	Buy	+793,085	New	+$13.1M	1.59%	14

Other funds holding BTX

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

PCM

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026, closing a stake of 11,845 shares — an estimated $78.1K sold.

Amplius Wealth Advisors first reported a position in BTX in Q4 2021 and held it in 11 quarters. The position peaked at $14.7M in Q1 2022. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

Amplius Wealth Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2026 after selling out during the quarter.
Amplius Wealth Advisors sold 11,845 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $78.1K.
Amplius Wealth Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and held it in 11 quarters.
Amplius Wealth Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $14.7M in Q1 2022.
109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

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