Kovack Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Kovack Advisors’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	$170K	Hold	18,809	–	–	0.01%	1012
2026 Q1	$127K	Hold	18,809	–	–	0.01%	968
2025 Q4	$124K	Buy	+18,809	New	+$127K	0.01%	981
2025 Q3	–	Sell	-20,309	Closed	-$149K	–	663
2025 Q2	$149K	Buy	+20,309	New	+$134K	0.01%	589

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Kovack Advisors's BTX Position: Q2 2026 in Review

Kovack Advisors held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 18,809 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #1012.

Kovack Advisors first reported a position in BTX in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Kovack Advisors held 18,809 shares of BlackRock Technology and Private Equity Term Trust worth $170K as of Q2 2026.
Kovack Advisors left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q2 2026.
BlackRock Technology and Private Equity Term Trust made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1012 holding.
Kovack Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2025 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.