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

HighTower 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	$868K	Sell	96,132 -7,720	-7%	-$64.1K	﹤0.01%	2331
2026 Q1	$685K	Buy	103,852 +31,956	+44%	+$211K	﹤0.01%	2463
2025 Q4	$474K	Buy	71,896 +146	+0.2%	+$982	﹤0.01%	2673
2025 Q3	$481K	Sell	71,750 -8,389	-10%	-$59.9K	﹤0.01%	2658
2025 Q2	$588K	Buy	80,139 +48,046	+150%	+$318K	﹤0.01%	2382
2025 Q1	$201K	Sell	32,093 -2,429	-7%	-$18.1K	﹤0.01%	3190
2024 Q4	$257K	Buy	34,522 +1,255	+4%	+$9.65K	﹤0.01%	3005
2024 Q3	$252K	Sell	33,267 -165,992	-83%	-$1.22M	﹤0.01%	2954
2024 Q2	$1.43M	Buy	199,259 +183,668	+1,178%	+$1.36M	﹤0.01%	1636
2024 Q1	$128K	Sell	15,591 -142,915	-90%	-$1.11M	﹤0.01%	3095
2023 Q4	$1.16M	Buy	+158,506	New	+$1.11M	﹤0.01%	1771
2023 Q2	–	Sell	-224,380	Closed	-$1.8M	–	3745
2023 Q1	$1.8M	Buy	224,380 +71,806	+47%	+$534K	﹤0.01%	1347
2022 Q4	$1.04M	Buy	152,574 +139,322	+1,051%	+$994K	﹤0.01%	1655
2022 Q3	$95K	Buy	+13,252	New	+$111K	﹤0.01%	2778
2022 Q2	–	Sell	-11,612	Closed	-$132K	–	3594
2022 Q1	$132K	Buy	+11,612	New	+$146K	﹤0.01%	2933
2021 Q4	–	Sell	-10,894	Closed	-$198K	–	3514
2021 Q3	$198K	Sell	10,894 -2,096	-16%	-$40.7K	﹤0.01%	2724
2021 Q2	$264K	Buy	+12,990	New	+$271K	﹤0.01%	2467

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

HighTower Advisors's BTX Position: Q2 2026 in Review

HighTower Advisors reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 7.4% in Q2 2026, selling an estimated $64.1K and leaving 96,132 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

HighTower Advisors first reported a position in BTX in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.8M in Q1 2023. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

HighTower Advisors held 96,132 shares of BlackRock Technology and Private Equity Term Trust worth $868K as of Q2 2026.
HighTower Advisors sold 7,720 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $64.1K.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2331 holding.
HighTower Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2021 and has held it in 17 quarters since.
HighTower Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $1.8M in Q1 2023.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.