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

Berger Financial Group, Inc

$1.26 Billion
Q2 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 57,159 shares of UFEB stock, worth $2.05 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

57,159

Previous 46,426 23.12%

Holding current value

$2.05 Million

Previous $1.5 Million 30.47%

% of portfolio

0.16%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$30.9 - $34.31 $331,649 - $368,249	10,733 Added 23.12%	57,159 $1.96 Million
Q1 2025 May 12, 2025	BUY	$32.13 - $33.82 $1.2 Million - $1.26 Million	37,210 Added 403.75%	46,426 $1.5 Million
Q3 2024 Nov 12, 2024	SELL	$31.02 - $32.54 $9,181 - $9,631	-296 Reduced 3.11%	9,216 $299,000
Q2 2024 Aug 14, 2024	SELL	$30.07 - $31.69 $102,478 - $107,999	-3,408 Reduced 26.38%	9,512 $301,000
Q1 2024 Apr 16, 2024	BUY	$29.37 - $30.8 $379,460 - $397,936	12,920 New	12,920 $397,000

Others Institutions Holding UFEB

# of Institutions

Shares Held

6.99M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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