Precedent Wealth Partners’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Precedent Wealth Partners’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
2025 Q3	–	Sell	-10,900	Closed	-$80K	–	179
2025 Q2	$80K	Buy	+10,900	New	+$72K	0.02%	171

Other funds holding BTX

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

PCM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Precedent Wealth Partners's BTX Position: Q3 2025 in Review

Precedent Wealth Partners sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2025, closing a stake of 10,900 shares — an estimated $80K sold.

Precedent Wealth Partners first reported a position in BTX in Q2 2025 and held it in 1 quarter. The position peaked at $80K in Q2 2025. 91 funds tracked by Wall St. Rank hold BTX as of Q3 2025.

Precedent Wealth Partners reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2025 after selling out during the quarter.
Precedent Wealth Partners sold 10,900 BlackRock Technology and Private Equity Term Trust shares in Q3 2025, an estimated $80K.
Precedent Wealth Partners first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2025 and held it in 1 quarter.
Precedent Wealth Partners's BlackRock Technology and Private Equity Term Trust position peaked at $80K in Q2 2025.
91 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2025.

Based on Precedent Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.