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
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 $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Private Advisor Group's BTX Position: Q1 2026 in Review

Private Advisor Group increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 51% in Q1 2026, buying an estimated $654K and bringing the position to 292,211 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1075.

Private Advisor Group first reported a position in BTX in Q4 2021 and has held it in 18 quarters since. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Private Advisor Group held 292,211 shares of BlackRock Technology and Private Equity Term Trust worth $1.93M as of Q1 2026.
  • Private Advisor Group bought 98,800 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $654K.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1075 holding.
  • Private Advisor Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and has held it in 18 quarters since.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.