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 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

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SeaCrest Wealth Management's BTX Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 13% in Q2 2026, selling an estimated $66.3K and leaving 52,113 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #297.

SeaCrest Wealth Management first reported a position in BTX in Q2 2022 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

SeaCrest Wealth Management held 52,113 shares of BlackRock Technology and Private Equity Term Trust worth $471K as of Q2 2026.
SeaCrest Wealth Management sold 7,976 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $66.3K.
BlackRock Technology and Private Equity Term Trust made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #297 holding.
SeaCrest Wealth Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2022 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.