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Innovator Etfs Tr s&p 500 ultra shares owned by Berger Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UAPR) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Innovator Etfs Tr s&p 500 ultra

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra 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 s&p 500 ultra by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 96k 32.14
2025-06-30 $3.3M 106k 31.30
2025-03-31 $3.2M 108k 29.86
2024-12-31 $3.6M 118k 30.84
2024-09-30 $3.5M 117k 30.20

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Microsoft Corporation (MSFT)

View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
Tradition Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
CWM
We Are One Seven
Prairie Wealth Advisors
Berger Financial Group
Branch Banking & Trust Company
Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Central Valley Advisors
Envestnet Asset Management

View all funds holding Innovator Etfs Tr s&p 500 ultra