AAS
BTX

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

Avantax 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
Q2 		– Sell
-12,728
Closed -$79.7K – 2447
2025
Q1 		$79.7K Buy
12,728
+1,681
+15% +$12.5K ﹤0.01% 2177
2024
Q4 		$82.2K Buy
+11,047
New +$85K ﹤0.01% 2131

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 $1.03T AUM 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

Avantax Advisory Services's BTX Position: Q2 2025 in Review

Avantax Advisory Services sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2025, closing a stake of 12,728 shares — an estimated $79.7K sold.

Avantax Advisory Services first reported a position in BTX in Q4 2024 and held it in 2 quarters. The position peaked at $82.2K in Q4 2024. 117 funds tracked by Wall St. Rank hold BTX as of Q2 2025.

  • Avantax Advisory Services reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 12,728 BlackRock Technology and Private Equity Term Trust shares in Q2 2025, an estimated $79.7K.
  • Avantax Advisory Services first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's BlackRock Technology and Private Equity Term Trust position peaked at $82.2K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.