Congress Holdings

Most held

AFRYX

Invesco Floating Rate ESG Fund Class Y

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Becca Balint VT Spouse Elizabeth Wohl IRA ⇒ Invesco Floating Rate ESG Fund Class Y (AFRYX) MF $15,001 - $50,000 April 30, 2026
filing 10075825, p. 5
Becca Balint VT Joint Balint & Wohl- Joint WROS ⇒ Invesco Floating Rate ESG Fund Class Y (AFRYX) MF $1,001 - $15,000 April 30, 2026
filing 10075825, p. 2

How the count is made: see Most held.