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

Calamos 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
2025 Q4	–	Sell	-13,728	Closed	-$273K	–	998
2025 Q3	$273K	Buy	13,728 +2,450	+22%	+$48.6K	﹤0.01%	818
2025 Q2	$221K	Sell	11,278 -980	-8%	-$17.8K	﹤0.01%	818
2025 Q1	$220K	Sell	12,258 -490	-4%	-$8.44K	﹤0.01%	794
2024 Q4	$208K	Buy	12,748 +2,450	+24%	+$41.4K	﹤0.01%	795
2024 Q3	$183K	Sell	10,298 -5,210	-34%	-$87.6K	﹤0.01%	792
2024 Q2	$250K	Buy	+15,508	New	+$246K	﹤0.01%	765

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calamos Advisors's TBLD Position: Q4 2025 in Review

Calamos Advisors sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q4 2025, closing a stake of 13,728 shares — an estimated $273K sold.

Calamos Advisors first reported a position in TBLD in Q2 2024 and held it in 6 quarters. The position peaked at $273K in Q3 2025. 56 funds tracked by Wall St. Rank hold TBLD as of Q4 2025.

Calamos Advisors reported no remaining Thornburg Income Builder Opportunities Trust position as of Q4 2025 after selling out during the quarter.
Calamos Advisors sold 13,728 Thornburg Income Builder Opportunities Trust shares in Q4 2025, an estimated $273K.
Calamos Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2024 and held it in 6 quarters.
Calamos Advisors's Thornburg Income Builder Opportunities Trust position peaked at $273K in Q3 2025.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2025.

Based on Calamos Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.