RFP
BTX

Root Financial Partners’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Root Financial Partners’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
-847
Closed -$5.59K – 3311
2026
Q1 		$5.59K Buy
+847
New +$5.6K ﹤0.01% 1912

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

Root Financial Partners's BTX Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026, closing a stake of 847 shares — an estimated $5.59K sold.

Root Financial Partners first reported a position in BTX in Q1 2026 and held it in 1 quarter. The position peaked at $5.59K in Q1 2026. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Root Financial Partners reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 847 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $5.59K.
  • Root Financial Partners first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BlackRock Technology and Private Equity Term Trust position peaked at $5.59K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.