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
2025 Q4	$13.4K	Buy	+2,040	New	+$13.7K	﹤0.01%	1605

Other funds holding BTX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's BTX Position: Q4 2025 in Review

SageView Advisory Group opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2025: 2,040 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings.

97 funds tracked by Wall St. Rank hold BTX as of Q4 2025.

SageView Advisory Group held 2,040 shares of BlackRock Technology and Private Equity Term Trust worth $13.4K as of Q4 2025.
BlackRock Technology and Private Equity Term Trust was a new SageView Advisory Group position in Q4 2025.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1605 holding.
97 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.