Position in BX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$6,105,394
+$2,444,569 QoQ
Shares Held
53,095
+123.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1.067897165458141.ToString("F0")%
Shared 0.ToString("F0")%
None 98.93210283454185.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Proactive Wealth Strategies LLC holds $32,037,348 across 6 Asset Management names. BX ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
571,348 | $13,935,177 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
286,988 | $10,170,854 | |
| 3 | BX |
Blackstone Inc.
This page
|
53,095 | $6,105,394 | |
| 4 | FSK |
FS KKR Capital Corp
|
136,189 | $1,386,404 | |
| 5 | FFA |
First Trust Enhanced Equity Income Fund
|
11,598 | $236,599 | |
| 6 | BLK |
BlackRock, Inc.
|
211 | $202,920 |
All Filings in BX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||