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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 (UJUN) 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
2024-09-30 $9.2M 276k 33.23
2024-03-31 $5.5M 176k 31.01
2023-12-31 $5.3M 176k 30.06
2023-09-30 $5.0M 178k 28.30
2023-06-30 $4.8M 168k 28.59
2023-03-31 $4.6M 167k 27.57
2022-12-31 $759k 28k 26.79

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View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
BCJ Capital Management
Berger Financial Group
Kfg Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Kestra Advisory Services
Castle Rock Wealth Management
Spire Wealth Management
Sigma Planning
O'Connor Financial Group
Worth Financial Advisory Group
Envestnet Asset Management
Advisor Group Holdings
LPL Financial

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