GRP
BTX

Global Retirement Partners’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Global Retirement 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 		$426K Buy
+47,224
New +$392K 0.01% 1116
2025
Q4 		$176K Buy
+26,661
New +$179K ﹤0.01% 1547

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

Global Retirement Partners's BTX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 47,224 shares worth $426K. The stake represents 0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BTX as recently as Q4 2025.

Global Retirement Partners first reported a position in BTX in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Global Retirement Partners held 47,224 shares of BlackRock Technology and Private Equity Term Trust worth $426K as of Q2 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Global Retirement Partners position in Q2 2026.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1116 holding.
  • Global Retirement Partners first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.