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Ignite Planners’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Ignite Planners’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
Q3 		– Sell
-10,286
Closed -$92.9K – 478
2026
Q2 		$92.9K Hold
10,286
– – 0.01% 423
2026
Q1 		$67.9K Sell
10,286
-837
-8% -$5.54K 0.01% 389
2025
Q4 		$74.3K Sell
11,123
-2,260
-17% -$15.2K 0.01% 401
2025
Q3 		$89.7K Sell
13,383
-911
-6% -$6.51K 0.01% 373
2025
Q2 		$107K Sell
14,294
-1,535
-10% -$10.1K 0.02% 353
2025
Q1 		$101K Sell
15,829
-4,550
-22% -$33.8K 0.02% 324
2024
Q4 		$155K Sell
20,379
-758
-4% -$5.83K 0.03% 296
2024
Q3 		$160K Sell
21,137
-4,461
-17% -$32.7K 0.04% 298
2024
Q2 		$189K Sell
25,598
-4,790
-16% -$35.4K 0.05% 280
2024
Q1 		$246K Sell
30,388
-4,178
-12% -$32.4K 0.07% 244
2023
Q4 		$249K Sell
34,566
-804
-2% -$5.65K 0.07% 240
2023
Q3 		$241K Sell
35,370
-489
-1% -$3.73K 0.07% 273
2023
Q2 		$281K Sell
35,859
-541
-1% -$4.09K 0.11% 202
2023
Q1 		$283K Sell
36,400
-2,800
-7% -$20.8K 0.12% 201
2022
Q4 		$300K Sell
39,200
-3,750
-9% -$26.8K 0.13% 188
2022
Q3 		$319K Sell
42,950
-950
-2% -$7.95K 0.25% 124
2022
Q2 		$377K Sell
43,900
-2,300
-5% -$20.7K 0.31% 102
2022
Q1 		$455K Sell
46,200
-1,800
-4% -$22.7K 0.3% 93
2021
Q4 		$628K Buy
+48,000
New +$795K 0.41% 74

Other funds holding BTX

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Ignite Planners's BTX Position: Q3 2026 in Review

Ignite Planners sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2026, closing a stake of 10,286 shares — an estimated $92.9K sold.

Ignite Planners first reported a position in BTX in Q4 2021 and held it in 19 quarters. The position peaked at $628K in Q4 2021. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Ignite Planners reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2026 after selling out during the quarter.
  • Ignite Planners sold 10,286 BlackRock Technology and Private Equity Term Trust shares in Q3 2026, an estimated $92.9K.
  • Ignite Planners first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and held it in 19 quarters.
  • Ignite Planners's BlackRock Technology and Private Equity Term Trust position peaked at $628K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.