Atria Wealth Solutions’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Atria Wealth Solutions’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	$309K	Buy	42,025 +21,425	+104%	+$142K	0.01%	1142
2025 Q1	$129K	Sell	20,600 -8,400	-29%	-$62.5K	﹤0.01%	1780
2024 Q4	$216K	Sell	29,000 -8,700	-23%	-$66.9K	﹤0.01%	1782
2024 Q3	$285K	Sell	37,700 -5,880	-13%	-$43K	﹤0.01%	1552
2024 Q2	$315K	Buy	43,580 +40	+0.1%	+$295	﹤0.01%	1472
2024 Q1	$354K	Sell	43,540 -2,160	-5%	-$16.7K	﹤0.01%	1448
2023 Q4	$335K	Sell	45,700 -3,200	-7%	-$22.5K	﹤0.01%	1424
2023 Q3	$340K	Hold	48,900	–	–	﹤0.01%	1337
2023 Q2	$384K	Sell	48,900 -100	-0.2%	-$757	0.01%	1292
2023 Q1	$393K	Sell	49,000 -1,800	-4%	-$13.4K	0.01%	1274
2022 Q4	$346K	Sell	50,800 -1,300	-2%	-$9.28K	0.01%	1276
2022 Q3	$379K	Buy	+52,100	New	+$436K	0.01%	1172
2022 Q2	–	Sell	-50,100	Closed	-$571K	–	1916
2022 Q1	$571K	Buy	+50,100	New	+$631K	0.01%	990

Other funds holding BTX

SCM

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 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

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

PCM

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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Atria Wealth Solutions's BTX Position: Q2 2025 in Review

Atria Wealth Solutions increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 104% in Q2 2025, buying an estimated $142K and bringing the position to 42,025 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1142.

Atria Wealth Solutions first reported a position in BTX in Q1 2022 and has held it in 13 quarters since. The position peaked at $571K in Q1 2022. 117 funds tracked by Wall St. Rank hold BTX as of Q2 2025.

Atria Wealth Solutions held 42,025 shares of BlackRock Technology and Private Equity Term Trust worth $309K as of Q2 2025.
Atria Wealth Solutions bought 21,425 BlackRock Technology and Private Equity Term Trust shares in Q2 2025, an estimated $142K.
BlackRock Technology and Private Equity Term Trust made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1142 holding.
Atria Wealth Solutions first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's BlackRock Technology and Private Equity Term Trust position peaked at $571K in Q1 2022.
117 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.