Sowell Financial Services LLC BTX — BLACKROCK TECH AND PRIVATE E

Ownership history in Sowell Financial Services LLC  ·  4 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported BLACKROCK TECH AND PRIVATE E (BTX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows BTX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in BLACKROCK TECH AND PRIVATE E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTX stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held BTX — position size vs. price
% of Fund (quarterly)    BTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 10,544 +147 +1.4% 0.00% $95K 2026-07-20 $8.08
2026 Q1 ADDED — — — 10,397 +186 +1.8% 0.00% $69K 2026-04-20 $7.35
2025 Q4 ADDED — — — 10,211 +176 +1.8% 0.00% $67K 2026-01-21 $6.51
2025 Q3 INITIATED — — — 10,035 — — 0.00% $67K 2025-10-17 $6.14

🏢 Other funds also holding BTX

As of 2026 Q2 — sorted by position size

CHAPIN DAVIS, INC. 3Y 0.12% Successful Portfolios LLC 3Y 7Y 0.06% David J Yvars Group 3Y 0.06% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.05% SeaCrest Wealth Management, LLC 3Y 7Y 0.05% Tactive Advisors, LLC 0.03% City State Bank 3Y 0.03% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.02% RFG Advisory, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Sowell Financial Services LLC and BTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning BTX?

Sowell Financial Services LLC reported BTX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BTX position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for BTX was 0.00% in 2026 Q2.

What is the latest reported BTX position on this page?

The most recent filing on this page is 2026 Q2, when Sowell Financial Services LLC reported 10,544 shares, equal to 0.00% of portfolio, with an estimated market value of $95K.

What does the chart on this BTX ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly BTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sowell Financial Services LLC time their BTX position?

Based on 13F filing dates vs. subsequent BTX price moves, Sowell Financial Services LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on BTX relative to SPY over the holding period was +22.9%.

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