CWP
BTX

Clark Wealth Partners’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Clark Wealth Partners’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 		$12.1K Hold
1,340
– – 0.01% 211
2026
Q1 		$8.84K Buy
+1,340
New +$8.86K 0.01% 260

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Clark Wealth Partners's BTX Position: Q2 2026 in Review

Clark Wealth Partners held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 1,340 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #211.

Clark Wealth Partners first reported a position in BTX in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Clark Wealth Partners held 1,340 shares of BlackRock Technology and Private Equity Term Trust worth $12.1K as of Q2 2026.
  • Clark Wealth Partners left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q2 2026.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #211 holding.
  • Clark Wealth Partners first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.