Position in BX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,360,416
+$380,132 QoQ
Shares Held
54,053
+3.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#462
of 2,112 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $31,012,081 across 17 Asset Management names. BX ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
279,655 | $7,380,095 | |
| 2 | BX |
Blackstone Inc.
This page
|
54,053 | $6,360,416 | |
| 3 | STEP |
StepStone Group Inc.
|
121,785 | $5,037,027 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
288,992 | $2,277,256 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
147,780 | $1,734,937 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
160,447 | $1,479,321 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
118,437 | $1,435,456 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
106,089 | $1,084,229 |
All Filings in BX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,360,416 | 54,053 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,980,284 | 52,007 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,373,595 | 47,837 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,061,728 | 47,186 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,937,969 | 46,383 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,965,670 | 42,679 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,219,570 | 41,872 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $4,675,183 | 37,764 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $4,451 | 34 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $338,990 | 3,164 | Shares | Sole | 2023-11-07 | |
| 2022-09-30 | $1,714,678 | 20,486 | Shares | Sole | 2022-10-31 | |
| 2021-09-30 | $54,912 | 472 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||