Congress Holdings

Most held

ECOIX

Ecofin Global Renewables Infrastructure Fund - Institutional Class

Listed by 1 member on their latest annual reports (3 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
William R. Keating MA-9 Joint Focus Partners Brokerage Account ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) MF $15,001 - $50,000 July 14, 2026
filing 10078334, p. 1
William R. Keating MA-9 Member Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) MF $15,001 - $50,000 July 14, 2026
filing 10078334, p. 5
William R. Keating MA-9 Spouse Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) MF $1,001 - $15,000 July 14, 2026
filing 10078334, p. 5

How the count is made: see Most held.