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
Q2 		$179K Hold
19,772
– – ﹤0.01% 1155
2026
Q1 		$130K Buy
+19,772
New +$131K ﹤0.01% 1075

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

Mount Yale Investment Advisors's BTX Position: Q2 2026 in Review

Mount Yale Investment Advisors held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 19,772 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Mount Yale Investment Advisors 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.

  • Mount Yale Investment Advisors held 19,772 shares of BlackRock Technology and Private Equity Term Trust worth $179K as of Q2 2026.
  • Mount Yale Investment 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 Mount Yale Investment Advisors's portfolio in Q2 2026, its #1155 holding.
  • Mount Yale Investment Advisors 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.