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
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 $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott's BTX Position: Q1 2026 in Review

Janney Montgomery Scott sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026, closing a stake of 81,194 shares — an estimated $535K sold.

Janney Montgomery Scott first reported a position in BTX in Q2 2021 and held it in 19 quarters. The position peaked at $1.08M in Q1 2022. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Janney Montgomery Scott reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 81,194 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $535K.
  • Janney Montgomery Scott first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2021 and held it in 19 quarters.
  • Janney Montgomery Scott's BlackRock Technology and Private Equity Term Trust position peaked at $1.08M in Q1 2022.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.