IP
BTX

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
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

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

Ignite Planners's BTX Position: Q2 2026 in Review

Ignite Planners held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 10,286 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #423.

Ignite Planners first reported a position in BTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $628K in Q4 2021. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Ignite Planners held 10,286 shares of BlackRock Technology and Private Equity Term Trust worth $92.9K as of Q2 2026.
  • Ignite Planners left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q2 2026.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Ignite Planners's portfolio in Q2 2026, its #423 holding.
  • Ignite Planners first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and has held it in 19 quarters since.
  • Ignite Planners's BlackRock Technology and Private Equity Term Trust position peaked at $628K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.