Wealth Enhancement Advisory Services
TBLD

Wealth Enhancement Advisory Services’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Wealth Enhancement Advisory 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
Q2 		$2.64M Buy
120,616
+47,400
+65% +$1.04M ﹤0.01% 1396
2026
Q1 		$1.56M Sell
73,216
-81,559
-53% -$1.74M ﹤0.01% 1527
2025
Q4 		$3.13M Buy
154,775
+34,372
+29% +$687K ﹤0.01% 1260
2025
Q3 		$2.44M Buy
120,403
+67,800
+129% +$1.34M ﹤0.01% 1334
2025
Q2 		$1.04M Buy
+52,603
New +$957K ﹤0.01% 1728

Other funds holding TBLD

DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's TBLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 65% in Q2 2026, buying an estimated $1.04M and bringing the position to 120,616 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Wealth Enhancement Advisory Services first reported a position in TBLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.13M in Q4 2025. 23 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 120,616 shares of Thornburg Income Builder Opportunities Trust worth $2.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 47,400 Thornburg Income Builder Opportunities Trust shares in Q2 2026, an estimated $1.04M.
  • Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1396 holding.
  • Wealth Enhancement Advisory Services first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Thornburg Income Builder Opportunities Trust position peaked at $3.13M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.