Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$128K Sell
14,298
-2,012
-12% -$17.4K 0.01% 724
2026
Q2 		$147K Buy
16,310
+538
+3% +$4.47K 0.01% 672
2026
Q1 		$104K Buy
15,772
+4,859
+45% +$32.1K 0.01% 776
2025
Q4 		$71.9K Buy
+10,913
New +$73.4K 0.01% 975

Other funds holding BTX

Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Quantedge Capital
Quantedge Capital Singapore $921M AUM 33.11% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's BTX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 12% in Q3 2026, selling an estimated $17.4K and leaving 14,298 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #724.

Pinnacle Wealth Planning Services first reported a position in BTX in Q4 2025 and has held it in 4 quarters since. The position peaked at $147K in Q2 2026. 58 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 14,298 shares of BlackRock Technology and Private Equity Term Trust worth $128K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 2,012 BlackRock Technology and Private Equity Term Trust shares in Q3 2026, an estimated $17.4K.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #724 holding.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's BlackRock Technology and Private Equity Term Trust position peaked at $147K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.