SP
BTX

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
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 $569M AUM 145.59% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
TA
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return