SeaCrest Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

SeaCrest Wealth Management’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	$425K	Sell	47,346 -4,767	-9%	-$41.3K	0.05%	311
2026 Q2	$471K	Sell	52,113 -7,976	-13%	-$66.3K	0.05%	297
2026 Q1	$397K	Sell	60,089 -5,371	-8%	-$35.5K	0.04%	391
2025 Q4	$446K	Buy	65,460 +386	+0.6%	+$2.6K	0.05%	350
2025 Q3	$452K	Buy	65,074 +8,083	+14%	+$57.8K	0.05%	336
2025 Q2	$418K	Buy	56,991 +5,835	+11%	+$38.6K	0.05%	364
2025 Q1	$320K	Buy	51,156 +36,385	+246%	+$271K	0.04%	456
2024 Q4	$110K	Buy	+14,771	New	+$114K	0.01%	640
2022 Q3	–	Sell	-8,751	Closed	-$69K	–	1567
2022 Q2	$69K	Buy	+8,751	New	+$78.7K	0.01%	997

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

SeaCrest Wealth Management's BTX Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 9.1% in Q3 2026, selling an estimated $41.3K and leaving 47,346 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #311.

SeaCrest Wealth Management first reported a position in BTX in Q2 2022 and has held it in 9 quarters since. The position peaked at $471K in Q2 2026. 53 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

SeaCrest Wealth Management held 47,346 shares of BlackRock Technology and Private Equity Term Trust worth $425K as of Q3 2026.
SeaCrest Wealth Management sold 4,767 BlackRock Technology and Private Equity Term Trust shares in Q3 2026, an estimated $41.3K.
BlackRock Technology and Private Equity Term Trust made up 0.05% of SeaCrest Wealth Management's portfolio in Q3 2026, its #311 holding.
SeaCrest Wealth Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2022 and has held it in 9 quarters since.
SeaCrest Wealth Management's BlackRock Technology and Private Equity Term Trust position peaked at $471K in Q2 2026.
53 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.