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Innovator Etfs Tr shares owned by Berger Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr (IDEC) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Innovator Etfs Tr

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All positions including Innovator Etfs Tr held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 60k 26.84
2023-12-31 $1.4M 56k 25.87

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Pgim Etf Tr Jennison Foc Gwt (PJFG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Core Us Aggbd Et (AGG)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr

Berger Financial Group
Berson & Corrado Investment Advisors
Crown Wealth Group
WPWealth
Kfg Wealth Management
Lincoln National
DHJJ Financial Advisors
Capital Investment Advisory Services
IFP Advisors
Sugarloaf Wealth Management
Advisor Group Holdings
Principal Securities
Harbour Investments

View all funds holding Innovator Etfs Tr