Berger Financial Group
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Berger Financial Group’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Berger Financial Group’s Portfolio IAPR Stock Details IAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
41,945
-1,275
-3% -$41.8K 0.07% 187
2026
Q1 		$1.37M Sell
43,220
-406
-0.9% -$12.7K 0.08% 178
2025
Q4 		$1.35M Sell
43,626
-8,077
-16% -$245K 0.08% 184
2025
Q3 		$1.55M Sell
51,703
-1,535
-3% -$45.4K 0.09% 164
2025
Q2 		$1.56M Sell
53,238
-394
-0.7% -$11.1K 0.1% 155
2025
Q1 		$1.48M Sell
53,632
-4,965
-8% -$137K 0.1% 155
2024
Q4 		$1.56M Buy
58,597
+330
+0.6% +$9K 0.11% 140
2024
Q3 		$1.66M Buy
58,267
+1,394
+2% +$38.5K 0.12% 130
2024
Q2 		$1.54M Buy
56,873
+22,145
+64% +$598K 0.12% 126
2024
Q1 		$943K Hold
34,728
– – 0.08% 157
2023
Q4 		$894K Sell
34,728
-4,038
-10% -$99.1K 0.09% 128
2023
Q3 		$936K Hold
38,766
– – 0.11% 120
2023
Q2 		$966K Buy
+38,766
New +$957K 0.11% 115
2023
Q1 		– Sell
-10,165
Closed -$243K – 279
2022
Q4 		$243K Hold
10,165
– – 0.03% 228
2022
Q3 		$220K Hold
10,165
– – 0.03% 219
2022
Q2 		$232K Buy
+10,165
New +$241K 0.03% 213

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Miracle Mile Advisors
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PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Berger Financial Group's IAPR Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator International Developed Power Buffer ETF April (IAPR) stake by 3% in Q2 2026, selling an estimated $41.8K and leaving 41,945 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #187.

Berger Financial Group first reported a position in IAPR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q3 2024. 116 funds tracked by Wall St. Rank hold IAPR as of Q2 2026.

  • Berger Financial Group held 41,945 shares of Innovator International Developed Power Buffer ETF April worth $1.39M as of Q2 2026.
  • Berger Financial Group sold 1,275 Innovator International Developed Power Buffer ETF April shares in Q2 2026, an estimated $41.8K.
  • Innovator International Developed Power Buffer ETF April made up 0.07% of Berger Financial Group's portfolio in Q2 2026, its #187 holding.
  • Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2022 and has held it in 16 quarters since.
  • Berger Financial Group's Innovator International Developed Power Buffer ETF April position peaked at $1.66M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.