PIWA
BTX

Prevail Innovative Wealth Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Prevail Innovative Wealth Advisors’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
-228,552
Closed -$1.68M – 243
2025
Q2 		$1.68M Sell
228,552
-11,696
-5% -$77.3K 0.38% 85
2025
Q1 		$1.5M Sell
240,248
-18,220
-7% -$135K 0.4% 79
2024
Q4 		$1.92M Sell
258,468
-4,447
-2% -$34.2K 0.56% 59
2024
Q3 		$1.99M Sell
262,915
-4,112
-2% -$30.1K 0.6% 56
2024
Q2 		$1.93M Buy
+267,027
New +$1.97M 0.68% 67
2023
Q3 		– Sell
-454,404
Closed -$3.57M – 169
2023
Q2 		$3.57M Buy
+454,404
New +$3.44M 1.96% 13

Other funds holding BTX

Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return