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Clark Wealth Partners → BTX

Clark Wealth Partners BTX Position History

BlackRock Innovation and Growth Term Trust • Financial Services

Quarters held
3
Latest value
$12K
Q3 2026
Peak value
$12K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$9K
Q2 2026$12K
Q3 2026$12K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12K1.3K——
Q2 2026$12K1.3K——
Q1 2026$9K1.3K——

Other funds holding BTX

Other Clark Wealth Partners positions

ETHA

INVESCO EXCH TRADED FD TR II

$22.2M
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INVESCO EXCH TRADED FD TR II

$21.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.7M
OKE

PGIM ETF TR

$20.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$20M