Prestige Wealth Management Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Prestige Wealth Management Group’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	$425	Hold	47	–	–	﹤0.01%	1046
2026 Q1	$311	Hold	47	–	–	﹤0.01%	1030
2025 Q4	$310	Hold	47	–	–	﹤0.01%	980
2025 Q3	$315	Hold	47	–	–	﹤0.01%	966
2025 Q2	$345	Hold	47	–	–	﹤0.01%	963
2025 Q1	$295	Hold	47	–	–	﹤0.01%	971
2024 Q4	$350	Hold	47	–	–	﹤0.01%	1004
2024 Q3	$355	Hold	47	–	–	﹤0.01%	998
2024 Q2	$340	Hold	47	–	–	﹤0.01%	954
2024 Q1	$383	Hold	47	–	–	﹤0.01%	976
2023 Q4	$345	Hold	47	–	–	﹤0.01%	985
2023 Q3	$328	Hold	47	–	–	﹤0.01%	1004
2023 Q2	$369	Hold	47	–	–	﹤0.01%	1019
2023 Q1	$378	Hold	47	–	–	﹤0.01%	1013
2022 Q4	$320	Hold	47	–	–	﹤0.01%	1114
2022 Q3	$0	Hold	47	–	–	﹤0.01%	1096
2022 Q2	$0	Hold	47	–	–	﹤0.01%	1097
2022 Q1	$1K	Hold	47	–	–	﹤0.01%	954
2021 Q4	$1K	Hold	47	–	–	﹤0.01%	973
2021 Q3	$1K	Hold	47	–	–	﹤0.01%	960
2021 Q2	$1K	Buy	+47	New	+$979	﹤0.01%	949

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

Prestige Wealth Management Group's BTX Position: Q2 2026 in Review

Prestige Wealth Management Group held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 47 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Prestige Wealth Management Group first reported a position in BTX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1K in Q1 2022. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Prestige Wealth Management Group held 47 shares of BlackRock Technology and Private Equity Term Trust worth $425 as of Q2 2026.
Prestige Wealth Management Group 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 Prestige Wealth Management Group's portfolio in Q2 2026, its #1046 holding.
Prestige Wealth Management Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2021 and has held it in 21 quarters since.
Prestige Wealth Management Group's BlackRock Technology and Private Equity Term Trust position peaked at $1K in Q1 2022.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.