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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Berger Financial Group

Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Innovatr Sp 500 Ult Etf etf/closed end

Tip: Access up to 7 years of quarterly data

All positions including Innovatr Sp 500 Ult Etf etf/closed end held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 37k 34.74
2024-03-31 $316k 9.6k 32.95
2023-12-31 $300k 9.6k 31.32

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View all positions for Berger Financial Group

Top funds holding Innovatr Sp 500 Ult Etf etf/closed end

Kellett Schaffner Wealth Advisors
Brookstone Capital Management
Envestnet Asset Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Central Valley Advisors
Jane Street
Old Mission Capital
Sageworth Trust Company
Branch Banking & Trust Company
Berger Financial Group
Spire Wealth Management

View all funds holding Innovatr Sp 500 Ult Etf etf/closed end