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

Berger Financial Group, Inc

$1.19 Billion
Q1 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 205,481 shares of UJUN stock, worth $7.22 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

205,481

Previous 213,974 3.97%

Holding current value

$7.22 Million

Previous $7.23 Million 5.88%

% of portfolio

0.57%

Previous 0.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$32.69 - $34.66 $277,636 - $294,367	-8,493 Reduced 3.97%	205,481 $6.81 Million
Q4 2024 Feb 14, 2025	SELL	$33.03 - $34.15 $2.04 Million - $2.11 Million	-61,818 Reduced 22.41%	213,974 $7.23 Million
Q3 2024 Nov 12, 2024	BUY	$31.31 - $33.23 $3.86 Million - $4.09 Million	123,186 Added 80.72%	275,792 $9.16 Million
Q2 2024 Aug 14, 2024	SELL	$30.92 - $32.03 $719,013 - $744,825	-23,254 Reduced 13.22%	152,606 $4.88 Million
Q1 2024 Apr 16, 2024	SELL	$29.89 - $31.01 $7,771 - $8,062	-260 Reduced 0.15%	175,860 $5.45 Million
Q4 2023 Feb 07, 2024	SELL	$27.67 - $30.06 $37,603 - $40,851	-1,359 Reduced 0.77%	176,120 $5.29 Million
Q3 2023 Nov 03, 2023	BUY	$28.2 - $28.95 $261,414 - $268,366	9,270 Added 5.51%	177,479 $5.02 Million
Q2 2023 Aug 10, 2023	BUY	$27.18 - $28.59 $47,075 - $49,517	1,732 Added 1.04%	168,209 $4.81 Million
Q1 2023 Apr 24, 2023	BUY	$26.65 - $27.98 $3.68 Million - $3.87 Million	138,171 Added 488.13%	166,477 $4.59 Million
Q4 2022 Jan 30, 2023	BUY	$25.99 - $27.64 $735,672 - $782,377	28,306 New	28,306 $758,000

Others Institutions Holding UJUN

# of Institutions

Shares Held

1.35M

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