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Blackrock Innovation And Grw shares owned by Caldwell Trust

Quarter-by-quarter ownership of Blackrock Innovation And Grw (BTX) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Blackrock Innovation And Grw

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All positions including Blackrock Innovation And Grw held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Innovation And Grw by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 2.0k 6.70

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Blackrock Innovation And Grw

Morgan Stanley
Penserra Capital Management
Invesco
Raymond James Financial
UBS Group
Deschutes Portfolio Strategy
Wolverine Asset Management
Royal Bank of Canada
Ameriprise Financial
Advisors Asset Management
Jane Street
Rockefeller Capital Management
Readystate Asset Management
Balyasny Asset Management
Oppenheimer & Co

View all funds holding Blackrock Innovation And Grw