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

SageView Advisory 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 		– Sell
-2,040
Closed -$13.4K – 2516
2025
Q4 		$13.4K Buy
+2,040
New +$13.7K ﹤0.01% 1605

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
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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SageView Advisory Group's BTX Position: Q1 2026 in Review

SageView Advisory Group sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026, closing a stake of 2,040 shares — an estimated $13.4K sold.

SageView Advisory Group first reported a position in BTX in Q4 2025 and held it in 1 quarter. The position peaked at $13.4K in Q4 2025. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • SageView Advisory Group reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,040 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $13.4K.
  • SageView Advisory Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's BlackRock Technology and Private Equity Term Trust position peaked at $13.4K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.