OAM
BTX

Occidental Asset Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Occidental Asset Management’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 		$136K Buy
15,037
+959
+7% +$7.97K 0.01% 313
2026
Q1 		$92.9K Buy
+14,078
New +$93.1K 0.01% 277

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

Occidental Asset Management's BTX Position: Q2 2026 in Review

Occidental Asset Management increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 6.8% in Q2 2026, buying an estimated $7.97K and bringing the position to 15,037 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #313.

Occidental Asset Management first reported a position in BTX in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Occidental Asset Management held 15,037 shares of BlackRock Technology and Private Equity Term Trust worth $136K as of Q2 2026.
  • Occidental Asset Management bought 959 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $7.97K.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Occidental Asset Management's portfolio in Q2 2026, its #313 holding.
  • Occidental Asset Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.