Position in STEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,037,027
+$4,588,413 QoQ
Shares Held
121,785
+1673.0% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2
of 44 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in STEP 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. STEP ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
279,655 | $7,380,095 | |
| 2 | BX |
Blackstone Inc.
|
54,053 | $6,360,416 | |
| 3 | STEP |
StepStone Group Inc.
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|
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 STEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,037,027 | 121,785 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $448,614 | 6,869 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||