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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 (UDEC) 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
2024-03-31 $998k 30k 33.42
2023-12-31 $817k 26k 32.04
2023-09-30 $316k 11k 29.38
2023-06-30 $325k 11k 30.19
2023-03-31 $299k 11k 28.51
2022-12-31 $288k 11k 27.43
2022-09-30 $293k 11k 27.92

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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
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Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
We Are One Seven
Commonwealth Equity Services
Milestone Asset Management
Arete Wealth Advisors
Kfg Wealth Management
Advisor Group Holdings
Goss Wealth Management
Castle Rock Wealth Management
Branch Banking & Trust Company
Spire Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Strategic Blueprint
Cetera Investment Advisers
HighTower Advisors

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