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 Q1	$215K	Buy	+10,169	New	+$217K	﹤0.01%	4240

Other funds holding TBLD

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

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

KCP

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's TBLD Position: Q1 2026 in Review

Cetera Investment Advisers opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2026: 10,169 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #4240 among its holdings.

54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Cetera Investment Advisers held 10,169 shares of Thornburg Income Builder Opportunities Trust worth $215K as of Q1 2026.
Thornburg Income Builder Opportunities Trust was a new Cetera Investment Advisers position in Q1 2026.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4240 holding.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.