Proactive Wealth Strategies LLC
Position in PSLV — Sprott Physical Silver Trust
CIK 2043129
MARIETTA, GA
Position in PSLV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$13,935,177
+$7,176,693 QoQ
Shares Held
571,348
+99.9% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
6.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PSLV 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. PSLV ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
This page
|
571,348 | $13,935,177 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
286,988 | $10,170,854 | |
| 3 | BX |
Blackstone Inc.
|
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 PSLV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,935,177 | 571,348 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,758,484 | 285,771 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,067,242 | 259,060 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,095,826 | 252,927 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||