IA
BTX

IFG Advisory’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

IFG Advisory’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 		$14.5K Buy
+1,608
New +$13.4K ﹤0.01% 1737

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

IFG Advisory's BTX Position: Q2 2026 in Review

IFG Advisory opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 1,608 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings.

120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • IFG Advisory held 1,608 shares of BlackRock Technology and Private Equity Term Trust worth $14.5K as of Q2 2026.
  • BlackRock Technology and Private Equity Term Trust was a new IFG Advisory position in Q2 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1737 holding.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.