Congress Holdings

Most held

DDFIX

Invesco Diversified Dividend Fund Class R5

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
Nicholas J. Begich III AK Spouse Fidelity Spouse 401k ⇒ Invesco Diversified Dividend Fund Class R5 (DDFIX) MF $15,001 - $50,000 August 13, 2026
filing 10075994, p. 6
Nicholas J. Begich III AK Spouse Fidelity Spouse 403b ⇒ Invesco Diversified Dividend Fund Class R5 (DDFIX) MF $1,001 - $15,000 August 13, 2026
filing 10075994, p. 7

How the count is made: see Most held.