Plancorp LLC’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Plancorp LLC’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	$83.9K	Hold	10,000	–	–	﹤0.01%	422
2026 Q1	$72.3K	Hold	10,000	–	–	﹤0.01%	374
2025 Q4	$65.9K	Hold	10,000	–	–	﹤0.01%	364
2025 Q3	$67K	Hold	10,000	–	–	﹤0.01%	373
2025 Q2	$73.4K	Hold	10,000	–	–	﹤0.01%	371
2025 Q1	$62.6K	Buy	+10,000	New	+$74.4K	﹤0.01%	354

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

Plancorp LLC's BTX Position: Q2 2026 in Review

Plancorp LLC held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 10,000 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Plancorp LLC first reported a position in BTX in Q1 2025 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Plancorp LLC held 10,000 shares of BlackRock Technology and Private Equity Term Trust worth $83.9K as of Q2 2026.
Plancorp LLC 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 Plancorp LLC's portfolio in Q2 2026, its #422 holding.
Plancorp LLC first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and has held it in 6 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.