Cetera Investment Advisers’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Cetera Investment Advisers’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	$302K	Buy	33,440 +11,436	+52%	+$95K	﹤0.01%	4144
2026 Q1	$145K	Buy	22,004 +8,626	+64%	+$57.1K	﹤0.01%	4363
2025 Q4	$88.2K	Sell	13,378 -7,350	-35%	-$49.4K	﹤0.01%	4431
2025 Q3	$139K	Buy	+20,728	New	+$148K	﹤0.01%	4253

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

PCM

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

AAM

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

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Cetera Investment Advisers's BTX Position: Q2 2026 in Review

Cetera Investment Advisers increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 52% in Q2 2026, buying an estimated $95K and bringing the position to 33,440 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

Cetera Investment Advisers first reported a position in BTX in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Cetera Investment Advisers held 33,440 shares of BlackRock Technology and Private Equity Term Trust worth $302K as of Q2 2026.
Cetera Investment Advisers bought 11,436 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $95K.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4144 holding.
Cetera Investment Advisers first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2025 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.