Sugar Maple Asset Management, LLC Innovator Etfs Tr Transaction History

Sugar Maple Asset Management, LLC

$122 Million
Q3 2025

A detailed history of Sugar Maple Asset Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Sugar Maple Asset Management, LLC holds 13,500 shares of BALT stock, worth $445,365. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,500

Holding current value

$445,365

% of portfolio

0.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$32.11 - $32.82 $433,485 - $443,070	13,500 New	13,500 $443,000

Others Institutions Holding BALT

# of Institutions

236

Shares Held

38.8M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

2.65M
Shares

$87.3 Million
7.84% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.33M
Shares

$76.9 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.1M
Shares

$69.4 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$60.2 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.25M
Shares

$41.1 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugar Maple Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugar Maple Asset Management, LLC with notifications on news.

Account

Sugar Maple Asset Management, LLC Innovator Etfs Tr Transaction History