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 (UAUG) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Innovator Etfs Tr s&p 500 ultra
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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 | $2.3M | 58k | 39.31 |
| 2025-06-30 | $2.7M | 71k | 37.42 |
| 2025-03-31 | $2.7M | 79k | 34.62 |
| 2024-12-31 | $2.9M | 82k | 35.51 |
| 2024-09-30 | $3.0M | 86k | 35.03 |
| 2024-03-31 | $3.2M | 98k | 32.65 |
| 2023-12-31 | $3.1M | 102k | 30.74 |
| 2023-09-30 | $2.6M | 90k | 28.66 |
| 2023-06-30 | $1.8M | 61k | 28.82 |
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