Investors Research Corp’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Investors Research Corp’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	$7.66K	Hold	848	–	–	﹤0.01%	561
2026 Q1	$5.6K	Hold	848	–	–	﹤0.01%	600
2025 Q4	$5.59K	Hold	848	–	–	﹤0.01%	679
2025 Q3	$5.68K	Hold	848	–	–	﹤0.01%	703
2025 Q2	$6.22K	Hold	848	–	–	﹤0.01%	722
2025 Q1	$5.31K	Hold	848	–	–	﹤0.01%	755
2024 Q4	$6.31K	Sell	848 -152	-15%	-$1.17K	﹤0.01%	721
2024 Q3	$7.55K	Sell	1,000 -1,098	-52%	-$8.04K	﹤0.01%	712
2024 Q2	$15.2K	Hold	2,098	–	–	﹤0.01%	665
2024 Q1	$17.1K	Hold	2,098	–	–	﹤0.01%	644
2023 Q4	$15.4K	Hold	2,098	–	–	﹤0.01%	678
2023 Q3	$14.6K	Hold	2,098	–	–	﹤0.01%	699
2023 Q2	$16.5K	Hold	2,098	–	–	﹤0.01%	689
2023 Q1	$16.8K	Hold	2,098	–	–	﹤0.01%	701
2022 Q4	$14.3K	Hold	2,098	–	–	﹤0.01%	715
2022 Q3	$15K	Buy	+2,098	New	+$17.5K	﹤0.01%	698

Other funds holding BTX

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return