Merit Financial Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Merit Financial Group’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	$318K	Buy	35,254 +1,041	+3%	+$8.65K	﹤0.01%	1780
2026 Q1	$226K	Buy	34,213 +10,664	+45%	+$70.5K	﹤0.01%	1846
2025 Q4	$155K	Buy	23,549 +11,643	+98%	+$78.3K	﹤0.01%	1855
2025 Q3	$79.8K	Sell	11,906 -1,634	-12%	-$11.7K	﹤0.01%	1752
2025 Q2	$99.4K	Buy	+13,540	New	+$89.5K	﹤0.01%	1637

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

Merit Financial Group's BTX Position: Q2 2026 in Review

Merit Financial Group increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 3% in Q2 2026, buying an estimated $8.65K and bringing the position to 35,254 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Merit Financial Group first reported a position in BTX in Q2 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Merit Financial Group held 35,254 shares of BlackRock Technology and Private Equity Term Trust worth $318K as of Q2 2026.
Merit Financial Group bought 1,041 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $8.65K.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1780 holding.
Merit Financial Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2025 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.