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Innovator Etfs Trust shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group investment in Innovator Etfs Trust

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All positions including Innovator Etfs Trust 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 Trust by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 7.9k 25.70
2025-03-31 $332k 15k 22.91

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vaneck Etf Trust Real Assets Etf (RAAX)
Pimco Etf Tr Multisector Bd (PYLD)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
C H Robinson Worldwide In Com New (CHRW)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Berger Financial Group

Top funds holding Innovator Etfs Trust

Maltin Wealth Management
Cresset Asset Management
Creative Planning
SageView Advisory Group
William Blair $ Company
Commonwealth Equity Services
Catalina Capital Group
Cambridge Investment Research Advisors
Cetera Investment Advisers
Advisor Group Holdings
Procyon Private Wealth Partners
Harbour Investments
Kestra Advisory Services
Outlook Wealth Advisors
Berkshire Money Management

View all funds holding Innovator Etfs Trust