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

IFP 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	$23.2K	Buy	+2,567	New	+$21.3K	﹤0.01%	2882
2025 Q1	–	Sell	-100	Closed	-$744	–	4679
2024 Q4	$744	Hold	100	–	–	﹤0.01%	3338
2024 Q3	$755	Buy	+100	New	+$732	﹤0.01%	3108
2023 Q1	–	Sell	-373	Closed	-$7K	–	4483
2022 Q4	$7K	Sell	373 -334	-47%	-$2.38K	﹤0.01%	3645
2022 Q3	$14K	Buy	707 +186	+36%	+$1.55K	﹤0.01%	3422
2022 Q2	$10K	Hold	521	–	–	﹤0.01%	3433
2022 Q1	$10K	Buy	+521	New	+$6.57K	﹤0.01%	3433

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

IFP Advisors's BTX Position: Q2 2026 in Review

IFP Advisors opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 2,567 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #2882 among its holdings. This is a return to the name: IFP Advisors previously reported a position in BTX as recently as Q4 2024.

IFP Advisors first reported a position in BTX in Q1 2022 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

IFP Advisors held 2,567 shares of BlackRock Technology and Private Equity Term Trust worth $23.2K as of Q2 2026.
BlackRock Technology and Private Equity Term Trust was a new IFP Advisors position in Q2 2026.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2882 holding.
IFP Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2022 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.