SP
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Successful Portfolios’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Successful Portfolios’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 		$141K Hold
15,174
– – 0.07% 193
2026
Q2 		$131K Sell
15,174
-101
-0.7% -$839 0.06% 196
2026
Q1 		$97.1K Sell
15,275
-200
-1% -$1.32K 0.05% 184
2025
Q4 		$105K Buy
15,475
+100
+0.7% +$673 0.05% 188
2025
Q3 		$103K Buy
15,375
+1,810
+13% +$12.9K 0.06% 174
2025
Q2 		$99.6K Sell
13,565
-25
-0.2% -$165 0.06% 167
2025
Q1 		$85.1K Sell
13,590
-1,000
-7% -$7.44K 0.06% 157
2024
Q4 		$109K Sell
14,590
-200
-1% -$1.54K 0.07% 158
2024
Q3 		$112K Hold
14,790
– – 0.08% 161
2024
Q2 		$107K Hold
14,790
– – 0.07% 155
2024
Q1 		$120K Hold
14,790
– – 0.08% 167
2023
Q4 		$108K Buy
+14,790
New +$104K 0.08% 167
2023
Q1 		– Sell
-13,790
Closed -$94K – 201
2022
Q4 		$94K Buy
+13,790
New +$98.4K 0.06% 186

Other funds holding BTX

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Successful Portfolios's BTX Position: Q3 2026 in Review

Successful Portfolios held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q3 2026 at 15,174 shares worth $141K. The position accounts for 0.07% of the portfolio, ranked #193.

Successful Portfolios first reported a position in BTX in Q4 2022 and has held it in 13 quarters since. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Successful Portfolios held 15,174 shares of BlackRock Technology and Private Equity Term Trust worth $141K as of Q3 2026.
  • Successful Portfolios left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q3 2026.
  • BlackRock Technology and Private Equity Term Trust made up 0.07% of Successful Portfolios's portfolio in Q3 2026, its #193 holding.
  • Successful Portfolios first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2022 and has held it in 13 quarters since.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.