BRWA
BTX

B. Riley Wealth Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

B. Riley 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
2025
Q4 		– Sell
-12,924
Closed -$86.6K – 1175
2025
Q3 		$86.6K Sell
12,924
-184
-1% -$1.31K ﹤0.01% 967
2025
Q2 		$96.2K Buy
+13,108
New +$86.6K ﹤0.01% 961
2024
Q4 		$113K Sell
15,148
-13,348
-47% -$103K ﹤0.01% 1094
2024
Q3 		$215K Buy
28,496
+746
+3% +$5.46K 0.01% 1104
2024
Q2 		$201K Sell
27,750
-10,810
-28% -$79.8K 0.01% 1242
2024
Q1 		$268K Buy
38,560
+4,810
+14% +$37.3K 0.01% 1098
2023
Q4 		$247K Sell
33,750
-4,810
-12% -$33.8K 0.01% 1140
2023
Q3 		$268K Sell
38,560
-1,750
-4% -$13.4K 0.01% 1098
2023
Q2 		$316K Buy
40,310
+3,949
+11% +$29.9K 0.01% 1093
2023
Q1 		$292K Buy
36,361
+4,097
+13% +$30.5K 0.01% 1077
2022
Q4 		$220K Sell
32,264
-8,290
-20% -$59.1K 0.01% 1206
2022
Q3 		$295K Buy
+40,554
New +$339K 0.01% 1009
2022
Q1 		– Sell
-14,800
Closed -$216K – 1520
2021
Q4 		$216K Sell
14,800
-6,800
-31% -$113K 0.01% 1240
2021
Q3 		$391K Buy
+21,600
New +$420K 0.01% 903

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's BTX Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2025, closing a stake of 12,924 shares — an estimated $86.6K sold.

B. Riley Wealth Advisors first reported a position in BTX in Q3 2021 and held it in 14 quarters. The position peaked at $391K in Q3 2021. 97 funds tracked by Wall St. Rank hold BTX as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,924 BlackRock Technology and Private Equity Term Trust shares in Q4 2025, an estimated $86.6K.
  • B. Riley Wealth Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2021 and held it in 14 quarters.
  • B. Riley Wealth Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $391K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.