Cambridge Investment Research Advisors
BTX

Cambridge Investment Research Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Cambridge Investment Research 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
Q2 		$1.1M Buy
+122,256
New +$1.02M ﹤0.01% 2062
2025
Q2 		– Sell
-16,819
Closed -$105K – 3784
2025
Q1 		$105K Sell
16,819
-589
-3% -$4.38K ﹤0.01% 3348
2024
Q4 		$130K Sell
17,408
-3,903
-18% -$30K ﹤0.01% 3282
2024
Q3 		$161K Sell
21,311
-3,639
-15% -$26.6K ﹤0.01% 3196
2024
Q2 		$180K Buy
24,950
+2,456
+11% +$18.1K ﹤0.01% 3067
2024
Q1 		$183K Sell
22,494
-486
-2% -$3.77K ﹤0.01% 3049
2023
Q4 		$168K Buy
22,980
+24
+0.1% +$169 ﹤0.01% 2946
2023
Q3 		$160K Sell
22,956
-267
-1% -$2.04K ﹤0.01% 2880
2023
Q2 		$182K Buy
23,223
+426
+2% +$3.22K ﹤0.01% 2898
2023
Q1 		$183K Buy
22,797
+3,422
+18% +$25.5K ﹤0.01% 2855
2022
Q4 		$132K Buy
19,375
+2,216
+13% +$15.8K ﹤0.01% 2859
2022
Q3 		$125K Sell
17,159
-17,173
-50% -$144K ﹤0.01% 2815
2022
Q2 		$273K Buy
34,332
+12,232
+55% +$110K ﹤0.01% 2466
2022
Q1 		$252K Buy
22,100
+2,500
+13% +$31.5K ﹤0.01% 2689
2021
Q4 		$285K Buy
+19,600
New +$325K ﹤0.01% 2570

Other funds holding BTX

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Cambridge Investment Research Advisors's BTX Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 122,256 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in BTX as recently as Q1 2025.

Cambridge Investment Research Advisors first reported a position in BTX in Q4 2021 and has held it in 15 quarters since. 35 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Cambridge Investment Research Advisors held 122,256 shares of BlackRock Technology and Private Equity Term Trust worth $1.1M as of Q2 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Cambridge Investment Research Advisors position in Q2 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2062 holding.
  • Cambridge Investment Research Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and has held it in 15 quarters since.
  • 35 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.