HF
BTX

HRT Financial’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

HRT Financial’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
2025
Q4 		– Sell
-74,026
Closed -$495K – 4222
2025
Q3 		$495K Buy
+74,026
New +$529K ﹤0.01% 1908
2024
Q1 		– Sell
-11,108
Closed -$81K – 3228
2023
Q4 		$81K Sell
11,108
-49,912
-82% -$351K ﹤0.01% 1913
2023
Q3 		$424K Buy
61,020
+39,967
+190% +$305K ﹤0.01% 1488
2023
Q2 		$165K Buy
+21,053
New +$159K ﹤0.01% 1892

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRT Financial's BTX Position: Q4 2025 in Review

HRT Financial sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2025, closing a stake of 74,026 shares — an estimated $495K sold.

HRT Financial first reported a position in BTX in Q2 2023 and held it in 4 quarters. The position peaked at $495K in Q3 2025. 97 funds tracked by Wall St. Rank hold BTX as of Q4 2025.

  • HRT Financial reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 74,026 BlackRock Technology and Private Equity Term Trust shares in Q4 2025, an estimated $495K.
  • HRT Financial first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2023 and held it in 4 quarters.
  • HRT Financial's BlackRock Technology and Private Equity Term Trust position peaked at $495K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.