Cetera Investment Advisers
TBLD

Cetera Investment Advisers’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Cetera Investment Advisers’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 		$244K Buy
11,045
+876
+9% +$19.2K ﹤0.01% 4329
2026
Q1 		$215K Buy
+10,169
New +$217K ﹤0.01% 4240

Other funds holding TBLD

UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's TBLD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 8.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 11,045 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #4329.

Cetera Investment Advisers first reported a position in TBLD in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Cetera Investment Advisers held 11,045 shares of Thornburg Income Builder Opportunities Trust worth $244K as of Q2 2026.
  • Cetera Investment Advisers bought 876 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $19.2K.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4329 holding.
  • Cetera Investment Advisers first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.