Wealth Enhancement Advisory Services LLC Has $3.13 Million Holdings in Thornburg Income Builder Opportunities Trust $TBLD

Wealth Enhancement Advisory Services LLC raised its holdings in Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD) by 28.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 154,775 shares of the company’s stock after acquiring an additional 34,372 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Thornburg Income Builder Opportunities Trust were worth $3,132,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Bank of America Corp DE acquired a new stake in shares of Thornburg Income Builder Opportunities Trust in the 2nd quarter valued at approximately $120,000. Envestnet Asset Management Inc. acquired a new position in Thornburg Income Builder Opportunities Trust during the 3rd quarter worth approximately $207,000. Hicks Capital Management LLC increased its position in Thornburg Income Builder Opportunities Trust by 8.4% during the 3rd quarter. Hicks Capital Management LLC now owns 12,856 shares of the company’s stock worth $256,000 after purchasing an additional 1,000 shares in the last quarter. Calamos Advisors LLC lifted its stake in Thornburg Income Builder Opportunities Trust by 21.7% in the 3rd quarter. Calamos Advisors LLC now owns 13,728 shares of the company’s stock valued at $273,000 after purchasing an additional 2,450 shares during the last quarter. Finally, Virtu Financial LLC acquired a new stake in Thornburg Income Builder Opportunities Trust in the third quarter valued at approximately $294,000.

Thornburg Income Builder Opportunities Trust Stock Up 1.9%

NASDAQ TBLD opened at $21.15 on Wednesday. The firm’s fifty day moving average price is $21.54 and its two-hundred day moving average price is $20.58. Thornburg Income Builder Opportunities Trust has a fifty-two week low of $15.94 and a fifty-two week high of $23.02.

Thornburg Income Builder Opportunities Trust Announces Dividend

The company also recently disclosed a monthly dividend, which was paid on Friday, March 20th. Investors of record on Thursday, March 12th were given a dividend of $0.1042 per share. The ex-dividend date was Thursday, March 12th. This represents a c) dividend on an annualized basis and a yield of 5.9%.

Thornburg Income Builder Opportunities Trust Profile

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.