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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

BTX holding history

BlackRock Technology & Private Equity Term Trust in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTX overviewAll 13F holders of BTXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2023
Holdings of BTX by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−32,800−100.0%Sold outHolders
Q3 202432,800$247.6K<0.1%+1,500+4.8%AddedHolders
Q2 202431,300$226.3K<0.1%−5,835−15.7%ReducedHolders
Q1 202437,135$302.3K<0.1%−38,538−50.9%ReducedHolders
Q4 202375,673$554.7K<0.1%+38,781+105.1%AddedHolders
Q3 202336,892$256.8K<0.1%+13,847+60.1%AddedHolders
Q2 202323,045$180.9K<0.1%+23,045NewHolders