PAG
BTX

Private Advisor Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Private Advisor 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 		– Sell
-292,211
Closed -$1.93M – 2934
2026
Q1 		$1.93M Buy
292,211
+98,800
+51% +$654K 0.01% 1075
2025
Q4 		$1.27M Buy
193,411
+53,234
+38% +$358K 0.01% 1276
2025
Q3 		$939K Sell
140,177
-11,699
-8% -$83.6K ﹤0.01% 1404
2025
Q2 		$1.11M Buy
151,876
+35,978
+31% +$238K 0.01% 1257
2025
Q1 		$726K Buy
115,898
+10,642
+10% +$79.1K ﹤0.01% 1418
2024
Q4 		$783K Buy
105,256
+330
+0.3% +$2.54K ﹤0.01% 1341
2024
Q3 		$792K Sell
104,926
-7,613
-7% -$55.7K ﹤0.01% 1360
2024
Q2 		$814K Buy
112,539
+1,228
+1% +$9.07K 0.01% 1298
2024
Q1 		$906K Sell
111,311
-3,496
-3% -$27.1K 0.01% 1200
2023
Q4 		$842K Sell
114,807
-1,236
-1% -$8.68K 0.01% 1202
2023
Q3 		$808K Buy
116,043
+2,577
+2% +$19.7K 0.01% 1147
2023
Q2 		$926K Buy
113,466
+9,193
+9% +$69.6K 0.01% 1084
2023
Q1 		$837K Buy
104,273
+12,174
+13% +$90.6K 0.01% 1084
2022
Q4 		$538K Sell
92,099
-3,861
-4% -$27.5K 0.03% 550
2022
Q3 		$698K Buy
95,960
+4,845
+5% +$40.5K 0.01% 1087
2022
Q2 		$724K Buy
91,115
+23,914
+36% +$215K 0.01% 1224
2022
Q1 		$766K Buy
67,201
+43,153
+179% +$544K 0.01% 1213
2021
Q4 		$350K Buy
+24,048
New +$399K ﹤0.01% 1642

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM

Private Advisor Group's BTX Position: Q2 2026 in Review

Private Advisor Group sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026, closing a stake of 292,211 shares — an estimated $1.93M sold.

Private Advisor Group first reported a position in BTX in Q4 2021 and held it in 18 quarters. The position peaked at $1.93M in Q1 2026. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Private Advisor Group reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 292,211 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $1.93M.
  • Private Advisor Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and held it in 18 quarters.
  • Private Advisor Group's BlackRock Technology and Private Equity Term Trust position peaked at $1.93M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.