Back to BTX
Successful Portfolios LLC → BTX
Successful Portfolios LLC BTX Position History
BlackRock Innovation and Growth Term Trust • Financial Services
Quarters held
5
Latest value
$141K
Q3 2026
Peak value
$141K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $103K |
| Q4 2025 | $105K |
| Q1 2026 | $97K |
| Q2 2026 | $131K |
| Q3 2026 | $141K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $141K | 15.2K | — | — |
| Q2 2026 | $131K | 15.2K | — | — |
| Q1 2026 | $97K | 15.3K | — | — |
| Q4 2025 | $105K | 15.5K | — | — |
| Q3 2025 | $103K | 15.4K | — | — |
Other funds holding BTX
$50.3M
$38.1M
$35.8M
$24.8M
$23.2M
$21.6M
$21.1M
$12.5M