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

CoreCap 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
Q3 		$95.2K Buy
10,600
+1,000
+10% +$8.66K ﹤0.01% 1119
2026
Q2 		$86.7K Buy
+9,600
New +$79.8K ﹤0.01% 1173
2025
Q1 		– Sell
-10,000
Closed -$74.4K – 3336
2024
Q4 		$74.4K Hold
10,000
– – ﹤0.01% 1024
2024
Q3 		$75.5K Buy
+10,000
New +$73.2K ﹤0.01% 1024

Other funds holding BTX

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CoreCap Advisors's BTX Position: Q3 2026 in Review

CoreCap Advisors increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 10% in Q3 2026, buying an estimated $8.66K and bringing the position to 10,600 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

CoreCap Advisors first reported a position in BTX in Q3 2024 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • CoreCap Advisors held 10,600 shares of BlackRock Technology and Private Equity Term Trust worth $95.2K as of Q3 2026.
  • CoreCap Advisors bought 1,000 BlackRock Technology and Private Equity Term Trust shares in Q3 2026, an estimated $8.66K.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1119 holding.
  • CoreCap Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2024 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.