Beacon Pointe Advisors’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Beacon Pointe Advisors’s Portfolio TBLD Stock Details TBLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Buy	+11,500	New	+$253K	﹤0.01%	1698

Other funds holding TBLD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's TBLD Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026: 11,500 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings.

56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Beacon Pointe Advisors held 11,500 shares of Thornburg Income Builder Opportunities Trust worth $254K as of Q2 2026.
Thornburg Income Builder Opportunities Trust was a new Beacon Pointe Advisors position in Q2 2026.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1698 holding.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.