Wealth Enhancement Advisory Services LLC Boosts Holdings in Thornburg Income Builder Opportunities Trust $TBLD

Wealth Enhancement Advisory Services LLC lifted its stake in shares of Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD) by 128.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 120,403 shares of the company’s stock after acquiring an additional 67,800 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Thornburg Income Builder Opportunities Trust were worth $2,436,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Concurrent Investment Advisors LLC raised its stake in Thornburg Income Builder Opportunities Trust by 253.7% during the third quarter. Concurrent Investment Advisors LLC now owns 73,529 shares of the company’s stock worth $1,462,000 after purchasing an additional 52,738 shares during the period. Advisors Asset Management Inc. increased its holdings in shares of Thornburg Income Builder Opportunities Trust by 13.3% during the 2nd quarter. Advisors Asset Management Inc. now owns 566,631 shares of the company’s stock worth $11,117,000 after buying an additional 66,559 shares during the last quarter. Kera Capital Partners Inc. raised its position in shares of Thornburg Income Builder Opportunities Trust by 129.8% in the 3rd quarter. Kera Capital Partners Inc. now owns 401,619 shares of the company’s stock worth $7,988,000 after buying an additional 226,880 shares during the period. Thomas J. Herzfeld Advisors Inc. boosted its holdings in Thornburg Income Builder Opportunities Trust by 17.0% in the second quarter. Thomas J. Herzfeld Advisors Inc. now owns 214,693 shares of the company’s stock valued at $4,212,000 after acquiring an additional 31,132 shares during the last quarter. Finally, Janney Montgomery Scott LLC boosted its holdings in Thornburg Income Builder Opportunities Trust by 6.2% in the second quarter. Janney Montgomery Scott LLC now owns 68,221 shares of the company’s stock valued at $1,339,000 after acquiring an additional 3,990 shares during the last quarter.

Thornburg Income Builder Opportunities Trust Stock Performance

Shares of NASDAQ:TBLD opened at $21.18 on Friday. The business has a 50-day moving average of $20.13 and a two-hundred day moving average of $20.02. Thornburg Income Builder Opportunities Trust has a 12 month low of $15.94 and a 12 month high of $21.45.

Thornburg Income Builder Opportunities Trust Dividend Announcement

The firm also recently announced a monthly dividend, which was paid on Tuesday, January 20th. Investors of record on Tuesday, December 30th were given a dividend of $0.1042 per share. This represents a c) dividend on an annualized basis and a yield of 5.9%. The ex-dividend date of this dividend was Tuesday, December 30th.

About Thornburg Income Builder Opportunities Trust

Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) is a closed-end management investment company that seeks to provide a high level of total return, with an emphasis on current income and the potential for capital appreciation. Listed on the NASDAQ, the Trust offers investors access to a managed portfolio that combines income-generating securities with opportunistic equity and convertible instruments. By blending diverse asset types, the Trust aims to balance yield objectives with capital growth prospects over a full market cycle.

The Trust’s investment approach centers on assembling a diversified mix of high-yield bonds, preferred securities, convertible debt and common stocks across U.S.