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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 (UJUL) 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 $2.3M 59k 38.11
2025-06-30 $652k 18k 36.79
2025-03-31 $594k 18k 33.53
2024-12-31 $629k 18k 34.49
2024-09-30 $625k 18k 33.91
2024-03-31 $313k 9.8k 31.87
2023-12-31 $301k 9.9k 30.30
2023-09-30 $283k 10k 28.23

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Advisor Group Holdings
Raymond James Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Wealth Enhancement Advisory Services
CWM
Commonwealth Equity Services
IMG Wealth Management
Arete Wealth Advisors
Berger Financial Group
HPM Partners
Central Valley Advisors
CLS Investments

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