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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
2025-09-30 $1.3M 33k 38.67
2025-06-30 $1.0M 27k 36.86
2025-03-31 $1.1M 33k 34.41
2024-12-31 $1.2M 33k 35.20
2024-09-30 $1.3M 37k 34.74
2024-03-31 $316k 9.6k 32.95
2023-12-31 $300k 9.6k 31.32

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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 Innovatr Sp 500 Ult Etf etf/closed end

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Commonwealth Equity Services
Spire Wealth Management
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Envestnet Asset Management
Branch Banking & Trust Company
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View all funds holding Innovatr Sp 500 Ult Etf etf/closed end