Berger Financial Group, Inc Innovator U.S. Small Cap Power Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

A detailed history of Berger Financial Group, Inc transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Berger Financial Group, Inc holds 72,161 shares of KJUL stock, worth $2.12 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

72,161

Previous 74,912 3.67%

Holding current value

$2.12 Million

Previous $2.21 Million 8.48%

% of portfolio

0.17%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$27.83 - $30.18 $76,560 - $83,025	-2,751 Reduced 3.67%	72,161 $2.02 Million
Q4 2024 Feb 14, 2025	SELL	$28.78 - $30.34 $278,647 - $293,751	-9,682 Reduced 11.45%	74,912 $2.21 Million
Q3 2024 Nov 12, 2024	BUY	$27.38 - $29.23 $33,978 - $36,274	1,241 Added 1.49%	84,594 $2.46 Million
Q2 2024 Aug 14, 2024	SELL	$26.59 - $28.26 $113,858 - $121,009	-4,282 Reduced 4.89%	83,353 $2.3 Million
Q1 2024 Apr 16, 2024	SELL	$26.22 - $28.08 $116,521 - $124,787	-4,444 Reduced 4.83%	87,635 $2.46 Million
Q4 2023 Feb 07, 2024	BUY	$23.87 - $27.32 $514,637 - $589,019	21,560 Added 30.57%	92,079 $2.49 Million
Q3 2023 Nov 03, 2023	BUY	$24.83 - $26.45 $791,481 - $843,120	31,876 Added 82.49%	70,519 $1.76 Million
Q1 2023 Apr 24, 2023	BUY	$24.02 - $26.06 $1,921 - $2,084	80 Added 0.21%	38,643 $957,000
Q4 2022 Jan 30, 2023	BUY	$23.21 - $24.96 $250,459 - $269,343	10,791 Added 38.86%	38,563 $934,000
Q3 2022 Oct 27, 2022	BUY	$22.95 - $25.25 $637,367 - $701,243	27,772 New	27,772 $641,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.54M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

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Berger Financial Group, Inc Innovator U.S. Small Cap Power Transaction History