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

SHP 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	$810K	Buy	+89,671	New	+$745K	0.06%	125

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

SHP Wealth Management opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 89,671 shares worth $810K. The stake represents 0.06% of the portfolio and ranks #125 among its holdings.

120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

SHP Wealth Management held 89,671 shares of BlackRock Technology and Private Equity Term Trust worth $810K as of Q2 2026.
BlackRock Technology and Private Equity Term Trust was a new SHP Wealth Management position in Q2 2026.
BlackRock Technology and Private Equity Term Trust made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #125 holding.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.