MC
BTX

Moors & Cabot’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Moors & Cabot’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 		$108K Hold
12,000
– – ﹤0.01% 930
2026
Q1 		$79.2K Buy
+12,000
New +$79.4K ﹤0.01% 905

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM

Moors & Cabot's BTX Position: Q2 2026 in Review

Moors & Cabot held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 12,000 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Moors & Cabot first reported a position in BTX in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Moors & Cabot held 12,000 shares of BlackRock Technology and Private Equity Term Trust worth $108K as of Q2 2026.
  • Moors & Cabot 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 Moors & Cabot's portfolio in Q2 2026, its #930 holding.
  • Moors & Cabot first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.