Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,628,468
+$523,074 QoQ
Shares Held
56,331
+6.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Proactive Wealth Strategies LLC holds $32,206,841 across 6 Asset Management names. BX ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
569,500 | $10,746,465 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
287,086 | $8,661,384 | |
| 3 | BX |
Blackstone Inc.
This page
|
56,331 | $6,628,468 | |
| 4 | IVZ |
Invesco Ltd.
|
61,602 | $4,523,667 | |
| 5 | FSK |
FS KKR Capital Corp
|
131,711 | $1,382,965 | |
| 6 | FFA |
First Trust Enhanced Equity Income Fund
|
11,802 | $263,892 |
All Filings in BX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,628,468 | 56,331 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,105,394 | 53,095 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,660,825 | 23,750 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,648,672 | 21,356 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,119,490 | 20,855 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,713,269 | 19,411 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,259,082 | 18,902 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,870,728 | 18,747 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||