CW
BTX

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

CreativeOne Wealth’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$146K Sell
19,866
-2,806
-12% -$20.6K ﹤0.01% 1081
2025
Q1 		$142K Sell
22,672
-3,540
-14% -$22.2K ﹤0.01% 1018
2024
Q4 		$195K Buy
+26,212
New +$195K 0.01% 1021