Janney Montgomery Scott
TBLD

Janney Montgomery Scott’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Janney Montgomery Scott’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 		$1.54M Buy
69,629
+8,622
+14% +$189K ﹤0.01% 1645
2026
Q1 		$1.29M Sell
61,007
-2,626
-4% -$55.9K ﹤0.01% 1511
2025
Q4 		$1.28M Sell
63,633
-3,649
-5% -$73K ﹤0.01% 1595
2025
Q3 		$1.34M Sell
67,282
-939
-1% -$18.6K ﹤0.01% 1529
2025
Q2 		$1.34M Buy
68,221
+3,990
+6% +$72.6K ﹤0.01% 1414
2025
Q1 		$1.15M Buy
64,231
+3,648
+6% +$62.9K ﹤0.01% 1454
2024
Q4 		$986K Sell
60,583
-418
-0.7% -$7.07K ﹤0.01% 1541
2024
Q3 		$1.09M Buy
61,001
+1,861
+3% +$31.3K ﹤0.01% 1460
2024
Q2 		$954K Sell
59,140
-1,157
-2% -$18.3K ﹤0.01% 1476
2024
Q1 		$975K Buy
60,297
+7,453
+14% +$118K ﹤0.01% 1540
2023
Q4 		$820K Buy
52,844
+1,037
+2% +$15.4K ﹤0.01% 1569
2023
Q3 		$756K Buy
51,807
+131
+0.3% +$1.99K ﹤0.01% 1498
2023
Q2 		$787K Buy
51,676
+5,132
+11% +$78.3K ﹤0.01% 1560
2023
Q1 		$727K Buy
46,544
+3,875
+9% +$58.5K ﹤0.01% 1516
2022
Q4 		$609K Sell
42,669
-18,628
-30% -$259K ﹤0.01% 1645
2022
Q3 		$781K Sell
61,297
-520
-0.8% -$7.59K ﹤0.01% 1432
2022
Q2 		$913K Buy
+61,817
New +$968K ﹤0.01% 1297
2022
Q1 		– Sell
-13,994
Closed -$261K – 2434
2021
Q4 		$261K Buy
+13,994
New +$271K ﹤0.01% 2080

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

Janney Montgomery Scott's TBLD Position: Q2 2026 in Review

Janney Montgomery Scott increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 14% in Q2 2026, buying an estimated $189K and bringing the position to 69,629 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Janney Montgomery Scott first reported a position in TBLD in Q4 2021 and has held it in 18 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Janney Montgomery Scott held 69,629 shares of Thornburg Income Builder Opportunities Trust worth $1.54M as of Q2 2026.
  • Janney Montgomery Scott bought 8,622 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $189K.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1645 holding.
  • Janney Montgomery Scott first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2021 and has held it in 18 quarters since.
  • 56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.