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
2026 Q2	$367K	Buy	+40,697	New	+$338K	0.05%	142
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 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

Prevail Innovative Wealth Advisors's BTX Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 40,697 shares worth $367K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in BTX as recently as Q2 2025.

Prevail Innovative Wealth Advisors first reported a position in BTX in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.57M in Q2 2023. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Prevail Innovative Wealth Advisors held 40,697 shares of BlackRock Technology and Private Equity Term Trust worth $367K as of Q2 2026.
BlackRock Technology and Private Equity Term Trust was a new Prevail Innovative Wealth Advisors position in Q2 2026.
BlackRock Technology and Private Equity Term Trust made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Prevail Innovative Wealth Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2023 and has held it in 7 quarters since.
Prevail Innovative Wealth Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $3.57M in Q2 2023.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.