SOA Wealth Advisors, LLC.
Position in TBLD — Thornburg Income Builder Opportunities Trust
CIK 1849444
NEW YORK, NY
Position in TBLD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$38,159
+$2,107 QoQ
Shares Held
1,729
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 15 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TBLD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $13,354,400 across 56 Asset Management names. TBLD ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,457 | $6,208,792 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,686 | $4,443,549 | |
| 3 | BMEZ |
BlackRock Health Sciences Term Trust
|
44,806 | $687,772 | |
| 4 | BX |
Blackstone Inc.
|
3,207 | $377,367 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
45,547 | $297,421 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $214,961 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,397 | $165,279 | |
| 8 | MAIN |
Main Street Capital CORP
|
2,923 | $151,645 |
All Filings in TBLD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,159 | 1,729 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $36,052 | 1,705 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $33,788 | 1,681 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $32,917 | 1,655 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $31,960 | 1,629 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $29,062 | 1,620 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $26,373 | 1,620 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $28,868 | 1,620 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $26,130 | 1,620 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||