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CoreCap Advisors, LLC BTX Position History
BlackRock Innovation and Growth Term Trust • Financial Services
Quarters held
2
Latest value
$95K
Q3 2026
Peak value
$95K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $87K |
| Q3 2026 | $95K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $95K | 10.6K | — | — |
| Q2 2026 | $87K | 9.6K | — | — |
Other funds holding BTX
$50.3M
$38.1M
$35.8M
$24.8M
$23.2M
$21.6M
$21.1M
$12.5M
Other CoreCap Advisors, LLC positions
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STT-PG
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VGES
$178.1MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$177.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
STT-PG
$159.1MSPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$156.6MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$156.5MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$149MVANGUARD TOTAL STOCK MARKET ETF