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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Pinnacle Wealth Planning Services's BTX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 3.4% in Q2 2026, buying an estimated $4.47K and bringing the position to 16,310 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #672.

Pinnacle Wealth Planning Services first reported a position in BTX in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Pinnacle Wealth Planning Services held 16,310 shares of BlackRock Technology and Private Equity Term Trust worth $147K as of Q2 2026.
Pinnacle Wealth Planning Services bought 538 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $4.47K.
BlackRock Technology and Private Equity Term Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #672 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 3 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.