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

Mutual 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	–	Sell	-33,425	Closed	-$220K	–	1401
2025 Q4	$220K	Sell	33,425 -3,000	-8%	-$20.2K	﹤0.01%	1222
2025 Q3	$242K	Buy	36,425 +5,950	+20%	+$42.5K	0.01%	1147
2025 Q2	$223K	Buy	30,475 +6,075	+25%	+$40.2K	0.01%	1091
2025 Q1	$153K	Buy	+24,400	New	+$181K	﹤0.01%	1051

Other funds holding BTX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mutual Advisors's BTX Position: Q1 2026 in Review

Mutual Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026, closing a stake of 33,425 shares — an estimated $220K sold.

Mutual Advisors first reported a position in BTX in Q1 2025 and held it in 4 quarters. The position peaked at $242K in Q3 2025. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

Mutual Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 33,425 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $220K.
Mutual Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and held it in 4 quarters.
Mutual Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $242K in Q3 2025.
109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.