Berger Financial Group »

Innovator Etfs Tr shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $918k 27k 34.20
2025-06-30 $905k 28k 32.39
2025-03-31 $315k 10k 30.85
2024-12-31 $361k 11k 32.70
2024-09-30 $400k 12k 32.46

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr

Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Tradition Wealth Management
ODonnell Financial Services
Kestra Advisory Services
Red Crane Wealth Management
Berkshire Money Management
William Blair $ Company
Onyx Bridge Wealth Group
First Commonwealth Financial Corporation
Raymond James Financial
Cambridge Investment Research Advisors
LPL Financial
Catalina Capital Group

View all funds holding Innovator Etfs Tr