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
Q1 		$5.59K Buy
+847
New +$5.6K ﹤0.01% 1912

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 $1.03T AUM 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

Root Financial Partners's BTX Position: Q1 2026 in Review

Root Financial Partners opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026: 847 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #1912 among its holdings.

109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Root Financial Partners held 847 shares of BlackRock Technology and Private Equity Term Trust worth $5.59K as of Q1 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Root Financial Partners position in Q1 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1912 holding.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.