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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 (UFEB) 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
2024-12-31 $307k 9.2k 33.27
2024-09-30 $300k 9.2k 32.54
2024-03-31 $398k 13k 30.80

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View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Branch Banking & Trust Company
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
Commonwealth Equity Services
Brookstone Capital Management
SageView Advisory Group
Cetera Investment Advisers
Citadel Advisors
Envestnet Asset Management
Wealth Enhancement Advisory Services
Fiduciary Financial Group
Stratos Wealth Advisors
Spire Wealth Management
Old Mission Capital
Kestra Advisory Services

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