MYIA
BTX

Mount Yale Investment Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Mount Yale Investment 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
Q1 		$130K Buy
+19,772
New +$131K ﹤0.01% 1075

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mount Yale Investment Advisors's BTX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026: 19,772 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Mount Yale Investment Advisors held 19,772 shares of BlackRock Technology and Private Equity Term Trust worth $130K as of Q1 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Mount Yale Investment Advisors position in Q1 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1075 holding.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.