KIM
BTX

Karpus Investment Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Karpus Investment Management’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
Q3 		– Sell
-1,423,101
Closed -$10.4M – 229
2025
Q2 		$10.4M Sell
1,423,101
-64,801
-4% -$428K 0.34% 78
2025
Q1 		$9.31M Sell
1,487,902
-27,854
-2% -$207K 0.3% 83
2024
Q4 		$11.3M Sell
1,515,756
-314,919
-17% -$2.42M 0.33% 78
2024
Q3 		$13.8M Sell
1,830,675
-419,668
-19% -$3.07M 0.38% 62
2024
Q2 		$16.3M Buy
2,250,343
+754,863
+50% +$5.57M 0.46% 46
2024
Q1 		$12.2M Buy
1,495,480
+291,622
+24% +$2.26M 0.35% 56
2023
Q4 		$8.82M Buy
1,203,858
+423,468
+54% +$2.98M 0.27% 71
2023
Q3 		$5.43M Buy
780,390
+268,137
+52% +$2.05M 0.18% 107
2023
Q2 		$4.02M Buy
512,253
+492,253
+2,461% +$3.73M 0.13% 138
2023
Q1 		$161K Hold
20,000
– – 0.01% 360
2022
Q4 		$136K Sell
20,000
-67,401
-77% -$481K ﹤0.01% 427
2022
Q3 		$635K Sell
87,401
-868,668
-91% -$7.26M 0.02% 375
2022
Q2 		$7.59M Sell
956,069
-705,652
-42% -$6.34M 0.26% 84
2022
Q1 		$18.9M Sell
1,661,721
-603,642
-27% -$7.61M 0.58% 34
2021
Q4 		$32.9M Buy
+2,265,363
New +$37.5M 0.95% 20

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Karpus Investment Management's BTX Position: Q3 2025 in Review

Karpus Investment Management sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2025, closing a stake of 1,423,101 shares — an estimated $10.4M sold.

Karpus Investment Management first reported a position in BTX in Q4 2021 and held it in 15 quarters. The position peaked at $32.9M in Q4 2021. 91 funds tracked by Wall St. Rank hold BTX as of Q3 2025.

  • Karpus Investment Management reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2025 after selling out during the quarter.
  • Karpus Investment Management sold 1,423,101 BlackRock Technology and Private Equity Term Trust shares in Q3 2025, an estimated $10.4M.
  • Karpus Investment Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and held it in 15 quarters.
  • Karpus Investment Management's BlackRock Technology and Private Equity Term Trust position peaked at $32.9M in Q4 2021.
  • 91 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2025.

Based on Karpus Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.