Successful Portfolios LLC
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 1721780
CLEARWATER, FL
Position in BTX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$137,021
+$36,206 QoQ
Shares Held
15,174
-0.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#73
of 119 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Successful Portfolios LLC holds $3,929,481 across 13 Asset Management names. BTX ranks #12 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASGI |
abrdn Global Infrastructure Income Fund
|
39,957 | $929,000 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
15,389 | $529,689 | |
| 3 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
20,032 | $455,728 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
29,559 | $347,022 | |
| 5 | ARCC |
Ares Capital Corp
|
15,787 | $292,533 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
24,394 | $239,305 | |
| 7 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
25,102 | $207,593 | |
| 8 | AOD |
abrdn Total Dynamic Dividend Fund
|
18,599 | $191,755 |
All Filings in BTX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,021 | 15,174 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $100,815 | 15,275 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $101,980 | 15,475 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $103,012 | 15,375 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $99,567 | 13,565 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $85,073 | 13,590 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $108,549 | 14,590 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $111,664 | 14,790 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $106,931 | 14,790 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $120,390 | 14,790 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $108,410 | 14,790 | Shares | Sole | 2024-01-18 | |
| 2022-12-31 | $93,909 | 13,790 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||