Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Berger Financial Group, Inc holds 59,069 shares of UJUL stock, worth $2.26 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

59,069

Previous 17,711 233.52%

Holding current value

$2.26 Million

Previous $651,000 245.78%

% of portfolio

0.17%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$36.71 - $38.11 $1.52 Million - $1.58 Million	41,358 Added 233.52%	59,069 $2.25 Million
Q1 2025 May 12, 2025	SELL	$33.17 - $35.48 $17,148 - $18,343	-517 Reduced 2.84%	17,711 $593,000
Q4 2024 Feb 14, 2025	SELL	$33.71 - $34.99 $6,843 - $7,102	-203 Reduced 1.1%	18,228 $628,000
Q3 2024 Nov 12, 2024	BUY	$31.92 - $33.91 $370,495 - $393,593	11,607 Added 170.09%	18,431 $624,000
Q2 2024 Aug 14, 2024	SELL	$31.27 - $32.54 $93,340 - $97,131	-2,985 Reduced 30.43%	6,824 $222,000

Q1 2024 Apr 16, 2024	SELL	$29.98 - $31.87 $3,357 - $3,569	-112 Reduced 1.13%	9,809 $312,000
Q4 2023 Feb 07, 2024	SELL	$27.63 - $30.32 $3,094 - $3,395	-112 Reduced 1.12%	9,921 $300,000
Q3 2023 Nov 03, 2023	BUY	$28.18 - $29.28 $282,729 - $293,766	10,033 New	10,033 $283,000

Others Institutions Holding UJUL

# of Institutions

Shares Held

3.11M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History