Pinnacle Wealth Planning Services’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Pinnacle Wealth Planning Services’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	–	Sell	-9	Closed	-$181	–	2849
2025 Q4	$181	Buy	+9	New	+$180	﹤0.01%	2717

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Pinnacle Wealth Planning Services's TBLD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2026, closing a stake of 9 shares — an estimated $181 sold.

Pinnacle Wealth Planning Services first reported a position in TBLD in Q4 2025 and held it in 1 quarter. The position peaked at $181 in Q4 2025. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 9 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $181.
Pinnacle Wealth Planning Services first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2025 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Thornburg Income Builder Opportunities Trust position peaked at $181 in Q4 2025.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.