Janney Montgomery Scott
BTX

Janney Montgomery Scott’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Janney Montgomery Scott’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 		$464K Buy
+51,390
New +$427K ﹤0.01% 2437
2026
Q1 		– Sell
-81,194
Closed -$535K – 3095
2025
Q4 		$535K Buy
81,194
+3,598
+5% +$24.2K ﹤0.01% 2141
2025
Q3 		$520K Buy
77,596
+10,304
+15% +$73.6K ﹤0.01% 2118
2025
Q2 		$494K Sell
67,292
-1,084
-2% -$7.16K ﹤0.01% 2010
2025
Q1 		$428K Buy
68,376
+1,033
+2% +$7.68K ﹤0.01% 2094
2024
Q4 		$501K Sell
67,343
-2,933
-4% -$22.6K ﹤0.01% 2000
2024
Q3 		$531K Buy
70,276
+4,207
+6% +$30.8K ﹤0.01% 1928
2024
Q2 		$478K Sell
66,069
-3,117
-5% -$23K ﹤0.01% 1924
2024
Q1 		$563K Buy
69,186
+6,202
+10% +$48.1K ﹤0.01% 1910
2023
Q4 		$462K Sell
62,984
-3,778
-6% -$26.5K ﹤0.01% 1965
2023
Q3 		$465K Sell
66,762
-2,867
-4% -$21.9K ﹤0.01% 1810
2023
Q2 		$547K Sell
69,629
-25,019
-26% -$189K ﹤0.01% 1796
2023
Q1 		$760K Buy
94,648
+9,543
+11% +$71K ﹤0.01% 1481
2022
Q4 		$580K Buy
85,105
+4,822
+6% +$34.4K ﹤0.01% 1679
2022
Q3 		$584K Sell
80,283
-7,039
-8% -$58.9K ﹤0.01% 1597
2022
Q2 		$708K Sell
87,322
-7,598
-8% -$68.3K ﹤0.01% 1417
2022
Q1 		$1.08M Buy
94,920
+31,471
+50% +$397K ﹤0.01% 1202
2021
Q4 		$923K Buy
63,449
+35,088
+124% +$581K ﹤0.01% 1382
2021
Q3 		$513K Buy
28,361
+11,391
+67% +$221K ﹤0.01% 1637
2021
Q2 		$345K Buy
+16,970
New +$354K ﹤0.01% 1840

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

Janney Montgomery Scott's BTX Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 51,390 shares worth $464K. The stake represents ﹤0.01% of the portfolio and ranks #2437 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in BTX as recently as Q4 2025.

Janney Montgomery Scott first reported a position in BTX in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q1 2022. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Janney Montgomery Scott held 51,390 shares of BlackRock Technology and Private Equity Term Trust worth $464K as of Q2 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Janney Montgomery Scott position in Q2 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2437 holding.
  • Janney Montgomery Scott first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2021 and has held it in 20 quarters since.
  • Janney Montgomery Scott's BlackRock Technology and Private Equity Term Trust position peaked at $1.08M in Q1 2022.
  • 119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.