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 Q3	$7.62K	Hold	848	–	–	﹤0.01%	562
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 $520M AUM 117.57% 1-Year Est. Return

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

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Investors Research Corp's BTX Position: Q3 2026 in Review

Investors Research Corp held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q3 2026 at 848 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Investors Research Corp first reported a position in BTX in Q3 2022 and has held it in 17 quarters since. The position peaked at $17.1K in Q1 2024. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

Investors Research Corp held 848 shares of BlackRock Technology and Private Equity Term Trust worth $7.62K as of Q3 2026.
Investors Research Corp left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q3 2026.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #562 holding.
Investors Research Corp first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2022 and has held it in 17 quarters since.
Investors Research Corp's BlackRock Technology and Private Equity Term Trust position peaked at $17.1K in Q1 2024.
8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.