TA
BTX icon

Tactive Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Tactive Advisors’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 		– Sell
-13,214
Closed -$119K – 337
2026
Q2 		$119K Buy
13,214
+99
+0.8% +$823 0.03% 271
2026
Q1 		$86.6K Sell
13,115
-1,906
-13% -$12.6K 0.02% 263
2025
Q4 		$99K Sell
15,021
-1,137
-7% -$7.65K 0.03% 245
2025
Q3 		$108K Buy
+16,158
New +$115K 0.03% 242

Other funds holding BTX

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 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

Tactive Advisors's BTX Position: Q3 2026 in Review

Tactive Advisors sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2026, closing a stake of 13,214 shares — an estimated $119K sold.

Tactive Advisors first reported a position in BTX in Q3 2025 and held it in 4 quarters. The position peaked at $119K in Q2 2026. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Tactive Advisors reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2026 after selling out during the quarter.
  • Tactive Advisors sold 13,214 BlackRock Technology and Private Equity Term Trust shares in Q3 2026, an estimated $119K.
  • Tactive Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2025 and held it in 4 quarters.
  • Tactive Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $119K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.