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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 (UOCT) 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 $513k 13k 38.43
2025-06-30 $1.0M 28k 36.78
2025-03-31 $970k 28k 34.55
2024-12-31 $991k 28k 35.28
2024-09-30 $256k 7.4k 34.81
2024-03-31 $394k 12k 33.59
2023-12-31 $406k 13k 32.37

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View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

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Mercer Global Advisors
CWM
Kestra Advisory Services
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IHT Wealth Management
IMG Wealth Management
Envestnet Asset Management
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LPL Financial
Hanson McClain Advisors

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