DJYG
BTX

David J. Yvars Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

David J. Yvars Group’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 		$125K Buy
13,790
+101
+0.7% +$839 0.06% 104
2026
Q1 		$90.3K Sell
13,689
-73
-0.5% -$483 0.05% 91
2025
Q4 		$90.7K Buy
13,762
+129
+0.9% +$868 0.05% 90
2025
Q3 		$91.3K Buy
13,633
+209
+2% +$1.49K 0.05% 92
2025
Q2 		$98.5K Buy
13,424
+1,060
+9% +$7.01K 0.06% 81
2025
Q1 		$77.4K Buy
12,364
+1,663
+16% +$12.4K 0.06% 67
2024
Q4 		$79.6K Buy
10,701
+386
+4% +$2.97K 0.05% 77
2024
Q3 		$77.9K Sell
10,315
-1,700
-14% -$12.4K 0.05% 79
2024
Q2 		$86.9K Buy
12,015
+143
+1% +$1.06K 0.05% 77
2024
Q1 		$96.6K Sell
11,872
-10,471
-47% -$81.2K 0.07% 75
2023
Q4 		$164K Sell
22,343
-1,764
-7% -$12.4K 0.13% 70
2023
Q3 		$168K Buy
24,107
+1,794
+8% +$13.7K 0.14% 72
2023
Q2 		$175K Buy
22,313
+863
+4% +$6.53K 0.14% 75
2023
Q1 		$172K Buy
21,450
+1,843
+9% +$13.7K 0.16% 73
2022
Q4 		$134K Buy
19,607
+5,715
+41% +$40.8K 0.17% 62
2022
Q3 		$101K Buy
+13,892
New +$116K 0.11% 63

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
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
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
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

David J. Yvars Group's BTX Position: Q2 2026 in Review

David J. Yvars Group increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 0.74% in Q2 2026, buying an estimated $839 and bringing the position to 13,790 shares worth $125K. The position accounts for 0.06% of the portfolio, ranked #104.

David J. Yvars Group first reported a position in BTX in Q3 2022 and has held it in 16 quarters since. The position peaked at $175K in Q2 2023. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • David J. Yvars Group held 13,790 shares of BlackRock Technology and Private Equity Term Trust worth $125K as of Q2 2026.
  • David J. Yvars Group bought 101 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $839.
  • BlackRock Technology and Private Equity Term Trust made up 0.06% of David J. Yvars Group's portfolio in Q2 2026, its #104 holding.
  • David J. Yvars Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2022 and has held it in 16 quarters since.
  • David J. Yvars Group's BlackRock Technology and Private Equity Term Trust position peaked at $175K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.