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

Concurrent Investment 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	$454K	Sell	50,244 -1,175	-2%	-$9.76K	﹤0.01%	1455
2026 Q1	$339K	Buy	51,419 +33,238	+183%	+$220K	﹤0.01%	1410
2025 Q4	$120K	Sell	18,181 -39,228	-68%	-$264K	﹤0.01%	1689
2025 Q3	$385K	Buy	57,409 +22,135	+63%	+$158K	0.01%	1038
2025 Q2	$259K	Sell	35,274 -2,332	-6%	-$15.4K	0.01%	1136
2025 Q1	$235K	Buy	37,606 +11,139	+42%	+$82.8K	0.01%	1050
2024 Q4	$197K	Buy	+26,467	New	+$204K	0.01%	999

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

Concurrent Investment Advisors's BTX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 2.3% in Q2 2026, selling an estimated $9.76K and leaving 50,244 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Concurrent Investment Advisors first reported a position in BTX in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Concurrent Investment Advisors held 50,244 shares of BlackRock Technology and Private Equity Term Trust worth $454K as of Q2 2026.
Concurrent Investment Advisors sold 1,175 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $9.76K.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1455 holding.
Concurrent Investment Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2024 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

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