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

SOA Wealth 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
2026 Q2	$38.2K	Buy	1,729 +24	+1%	+$527	0.01%	431
2026 Q1	$36.1K	Buy	1,705 +24	+1%	+$511	0.01%	421
2025 Q4	$33.8K	Buy	1,681 +26	+2%	+$520	0.01%	430
2025 Q3	$32.9K	Buy	1,655 +26	+2%	+$515	0.01%	438
2025 Q2	$32K	Buy	1,629 +9	+0.6%	+$164	0.01%	432
2025 Q1	$29.1K	Hold	1,620	–	–	0.01%	410
2024 Q4	$26.4K	Hold	1,620	–	–	﹤0.01%	411
2024 Q3	$28.9K	Hold	1,620	–	–	0.01%	397
2024 Q2	$26.1K	Buy	+1,620	New	+$25.7K	0.01%	400

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SOA Wealth Advisors's TBLD Position: Q2 2026 in Review

SOA Wealth Advisors increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 1.4% in Q2 2026, buying an estimated $527 and bringing the position to 1,729 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #431.

SOA Wealth Advisors first reported a position in TBLD in Q2 2024 and has held it in 9 quarters since. 56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

SOA Wealth Advisors held 1,729 shares of Thornburg Income Builder Opportunities Trust worth $38.2K as of Q2 2026.
SOA Wealth Advisors bought 24 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $527.
Thornburg Income Builder Opportunities Trust made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #431 holding.
SOA Wealth Advisors first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2024 and has held it in 9 quarters since.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.