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 (UDEC) 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 | $3.4M | 88k | 38.37 |
| 2025-06-30 | $3.5M | 95k | 36.44 |
| 2025-03-31 | $3.2M | 95k | 34.30 |
| 2024-12-31 | $2.7M | 78k | 35.09 |
| 2024-09-30 | $614k | 18k | 35.00 |
| 2024-03-31 | $998k | 30k | 33.42 |
| 2023-12-31 | $817k | 26k | 32.04 |
| 2023-09-30 | $316k | 11k | 29.38 |
| 2023-06-30 | $325k | 11k | 30.19 |
| 2023-03-31 | $299k | 11k | 28.51 |
| 2022-12-31 | $288k | 11k | 27.43 |
| 2022-09-30 | $293k | 11k | 27.92 |
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