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 13,337 shares of UOCT stock, worth $511,073. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,337

Previous 28,084 52.51%

Holding current value

$511,073

Previous $1.03 Million 50.39%

% of portfolio

0.04%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$36.83 - $38.43 $543,132 - $566,727	-14,747 Reduced 52.51%	13,337 $512,000
Q4 2024 Feb 14, 2025	BUY	$34.64 - $35.72 $717,775 - $740,154	20,721 Added 281.42%	28,084 $990,000
Q3 2024 Nov 12, 2024	SELL	$33.87 - $34.82 $139,442 - $143,353	-4,117 Reduced 35.86%	7,363 $256,000
Q2 2024 Aug 14, 2024	SELL	$33.17 - $34.27 $8,557 - $8,841	-258 Reduced 2.2%	11,480 $393,000
Q1 2024 Apr 16, 2024	SELL	$32.15 - $33.59 $26,009 - $27,174	-809 Reduced 6.45%	11,738 $394,000
Q4 2023 Feb 07, 2024	BUY	$29.9 - $32.38 $375,155 - $406,271	12,547 New	12,547 $406,000

Others Institutions Holding UOCT

# of Institutions

Shares Held

2.56M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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