Wealth Enhancement Advisory Services LLC Acquires 34,372 Shares of Thornburg Income Builder Opportunities Trust $TBLD

Wealth Enhancement Advisory Services LLC increased its holdings in Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD) by 28.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 154,775 shares of the company’s stock after buying 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 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in the stock. Concurrent Investment Advisors LLC increased its stake in Thornburg Income Builder Opportunities Trust by 253.7% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 73,529 shares of the company’s stock worth $1,462,000 after acquiring an additional 52,738 shares during the period. Advisors Asset Management Inc. lifted its position in shares of Thornburg Income Builder Opportunities Trust by 7.1% during the 3rd quarter. Advisors Asset Management Inc. now owns 606,770 shares of the company’s stock valued at $12,069,000 after acquiring an additional 40,139 shares during the period. Kera Capital Partners Inc. lifted its position in shares of Thornburg Income Builder Opportunities Trust by 129.8% during the 3rd quarter. Kera Capital Partners Inc. now owns 401,619 shares of the company’s stock valued at $7,988,000 after acquiring an additional 226,880 shares during the period. PMG Family Office LLC acquired a new stake in shares of Thornburg Income Builder Opportunities Trust during the 3rd quarter worth $946,000. Finally, Thomas J. Herzfeld Advisors Inc. increased its position in shares of 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 worth $4,212,000 after purchasing an additional 31,132 shares during the period.

Thornburg Income Builder Opportunities Trust Stock Up 1.9%

TBLD opened at $21.15 on Wednesday. Thornburg Income Builder Opportunities Trust has a twelve month low of $15.94 and a twelve month high of $23.02. The company has a 50-day simple moving average of $21.54 and a 200 day simple moving average of $20.58.

Thornburg Income Builder Opportunities Trust Dividend Announcement

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

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.