SIC
BTX

Samalin Investment Counsel’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Samalin Investment Counsel’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
-16,366
Closed -$108K – 352
2026
Q1 		$108K Buy
+16,366
New +$108K 0.04% 308
2025
Q2 		– Sell
-23,056
Closed -$144K – 329
2025
Q1 		$144K Sell
23,056
-1,765
-7% -$13.1K 0.06% 303
2024
Q4 		$185K Buy
24,821
+13,221
+114% +$102K 0.08% 271
2024
Q3 		$87.6K Buy
+11,600
New +$84.9K 0.04% 278

Other funds holding BTX

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM

Samalin Investment Counsel's BTX Position: Q2 2026 in Review

Samalin Investment Counsel sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026, closing a stake of 16,366 shares — an estimated $108K sold.

Samalin Investment Counsel first reported a position in BTX in Q3 2024 and held it in 4 quarters. The position peaked at $185K in Q4 2024. 41 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Samalin Investment Counsel reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2026 after selling out during the quarter.
  • Samalin Investment Counsel sold 16,366 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $108K.
  • Samalin Investment Counsel first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2024 and held it in 4 quarters.
  • Samalin Investment Counsel's BlackRock Technology and Private Equity Term Trust position peaked at $185K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.