Prestige Wealth Management Group LLC
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 1772715
FLEMINGTON, NJ
Position in BTX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$424
+$114 QoQ
Shares Held
47
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 119 holders
Holding Since
Jun 2021
21 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, 2026Prestige Wealth Management Group LLC holds $974,833 across 30 Asset Management names. BTX ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
613 | $589,435 | |
| 2 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
11,267 | $138,696 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
1,297 | $55,239 | |
| 4 | MAIN |
Main Street Capital CORP
|
650 | $33,722 | |
| 5 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
1,540 | $19,712 | |
| 6 | VKQ |
Invesco Municipal Trust
|
1,843 | $18,503 | |
| 7 | SAMG |
Silvercrest Asset Management Group Inc.
|
1,800 | $18,198 | |
| 8 | RJF |
Raymond James Financial Inc
|
111 | $16,875 |
All Filings in BTX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424 | 47 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $310 | 47 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $309 | 47 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $314 | 47 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $344 | 47 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $294 | 47 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $349 | 47 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $354 | 47 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $339 | 47 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $382 | 47 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $344 | 47 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $327 | 47 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $368 | 47 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $377 | 47 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $320 | 47 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $341 | 47 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $373 | 47 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $535 | 47 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $683 | 47 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $850 | 47 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $954 | 47 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||