IFG
BTX

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

Independent Financial Group’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
2023
Q3 		– Sell
-25,500
Closed -$200K – 964
2023
Q2 		$200K Buy
+25,500
New +$193K 0.01% 815

Other funds holding BTX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's BTX Position: Q3 2023 in Review

Independent Financial Group sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2023, closing a stake of 25,500 shares — an estimated $200K sold.

Independent Financial Group first reported a position in BTX in Q2 2023 and held it in 1 quarter. The position peaked at $200K in Q2 2023. 114 funds tracked by Wall St. Rank hold BTX as of Q3 2023.

  • Independent Financial Group reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 25,500 BlackRock Technology and Private Equity Term Trust shares in Q3 2023, an estimated $200K.
  • Independent Financial Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2023 and held it in 1 quarter.
  • Independent Financial Group's BlackRock Technology and Private Equity Term Trust position peaked at $200K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.