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 $441,854. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,500

Holding current value

$441,854

% 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

219

Shares Held

35.4M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.15M
Shares

$103 Million
9.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.31M
Shares

$75.5 Million
0.14% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$56.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.69M
Shares

$55.3 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.07M
Shares

$35.1 Million
0.06% of portfolio

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About INNOVATOR ETFS TR

Ticker BALT

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Sugar Maple Asset Management, LLC Innovator Etfs Tr Transaction History