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 Q3	$7.61K	Buy	+847	New	+$7.34K	﹤0.01%	2048
2026 Q2	–	Sell	-847	Closed	-$5.59K	–	3311
2026 Q1	$5.59K	Buy	+847	New	+$5.6K	﹤0.01%	1912

Other funds holding BTX

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Root Financial Partners's BTX Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2026: 847 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BTX as recently as Q1 2026.

Root Financial Partners first reported a position in BTX in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

Root Financial Partners held 847 shares of BlackRock Technology and Private Equity Term Trust worth $7.61K as of Q3 2026.
BlackRock Technology and Private Equity Term Trust was a new Root Financial Partners position in Q3 2026.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2048 holding.
Root Financial Partners first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2026 and has held it in 2 quarters since.
53 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.