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

Insigneo Advisory Services’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
2025 Q4	–	Sell	-18,346	Closed	-$123K	–	850
2025 Q3	$123K	Buy	18,346 +3,246	+21%	+$23.2K	0.01%	660
2025 Q2	$111K	Hold	15,100	–	–	0.01%	597
2025 Q1	$94.5K	Hold	15,100	–	–	0.01%	556
2024 Q4	$112K	Hold	15,100	–	–	0.01%	548
2024 Q3	$114K	Hold	15,100	–	–	0.01%	567
2024 Q2	$102K	Sell	15,100 -10,000	-40%	-$73.8K	0.01%	526
2024 Q1	$204K	Hold	25,100	–	–	0.02%	457
2023 Q4	$184K	Hold	25,100	–	–	0.03%	417
2023 Q3	$175K	Hold	25,100	–	–	0.04%	369
2023 Q2	$197K	Buy	25,100 +10,100	+67%	+$76.4K	0.04%	321
2023 Q1	$120K	Buy	+15,000	New	+$112K	0.04%	273

Other funds holding BTX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insigneo Advisory Services's BTX Position: Q4 2025 in Review

Insigneo Advisory Services sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2025, closing a stake of 18,346 shares — an estimated $123K sold.

Insigneo Advisory Services first reported a position in BTX in Q1 2023 and held it in 11 quarters. The position peaked at $204K in Q1 2024. 97 funds tracked by Wall St. Rank hold BTX as of Q4 2025.

Insigneo Advisory Services reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 18,346 BlackRock Technology and Private Equity Term Trust shares in Q4 2025, an estimated $123K.
Insigneo Advisory Services first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2023 and held it in 11 quarters.
Insigneo Advisory Services's BlackRock Technology and Private Equity Term Trust position peaked at $204K in Q1 2024.
97 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.