Congress Holdings

Most held

NAINX

Virtus Tactical AllocationFund Class A

Listed by 1 member on their latest annual reports (1 row: 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
April McClain Delaney MD-6 Spouse Wells Fargo - Roth IRA โ‡’ Virtus Tactical AllocationFund Class A (NAINX) MF $50,001 - $100,000 September 8, 2026
filing 10074769, p. 25

How the count is made: see Most held.