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

Lido 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	$182K	Buy	20,118 +32	+0.2%	+$266	﹤0.01%	1977
2026 Q1	$133K	Sell	20,086 -23	-0.1%	-$152	﹤0.01%	1829
2025 Q4	$134K	Buy	20,109 +7,919	+65%	+$53.3K	﹤0.01%	1824
2025 Q3	$81.7K	Buy	+12,190	New	+$87.1K	﹤0.01%	1773
2022 Q2	–	Sell	-15,836	Closed	-$180K	–	1083
2022 Q1	$180K	Buy	+15,836	New	+$200K	﹤0.01%	959

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

Lido Advisors's BTX Position: Q2 2026 in Review

Lido Advisors increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 0.16% in Q2 2026, buying an estimated $266 and bringing the position to 20,118 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Lido Advisors first reported a position in BTX in Q1 2022 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Lido Advisors held 20,118 shares of BlackRock Technology and Private Equity Term Trust worth $182K as of Q2 2026.
Lido Advisors bought 32 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $266.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1977 holding.
Lido Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2022 and has held it in 5 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.