Creative Planning
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 1540235
OVERLAND PARK, KS
Position in BTX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$153,166
+$41,217 QoQ
Shares Held
16,962
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 119 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. BTX ranks #155 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | 452,530 | $23,508,932 | |||
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in BTX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,166 | 16,962 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $111,949 | 16,962 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $140,418 | 20,958 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $96,388 | 13,132 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $82,206 | 13,132 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $102,865 | 13,826 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $110,048 | 14,576 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $119,280 | 16,498 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $133,943 | 16,455 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $189,715 | 25,882 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $178,398 | 25,632 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $204,037 | 25,992 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $217,853 | 27,130 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $179,927 | 26,421 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $188,998 | 25,997 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $106,316 | 13,390 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $152,409 | 13,381 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||