THORNBURG INVESTMENT TRUST - THOIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | History | No change | 731 | 35 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 128 | 6 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -598 | -100.0% | Q1 2026 | May 11, 2026 |