Jones Financial Companies
BTX

Jones Financial Companies’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-507
Closed -$3.21K – 4182
2025
Q1 		$3.21K Buy
+507
New +$3.77K ﹤0.01% 3115

Other funds holding BTX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Jones Financial Companies's BTX Position: Q2 2025 in Review

Jones Financial Companies sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2025, closing a stake of 507 shares — an estimated $3.21K sold.

Jones Financial Companies first reported a position in BTX in Q1 2025 and held it in 1 quarter. The position peaked at $3.21K in Q1 2025. 117 funds tracked by Wall St. Rank hold BTX as of Q2 2025.

  • Jones Financial Companies reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 507 BlackRock Technology and Private Equity Term Trust shares in Q2 2025, an estimated $3.21K.
  • Jones Financial Companies first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's BlackRock Technology and Private Equity Term Trust position peaked at $3.21K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.