Sugar Maple Asset Management, LLC Innovator U.S. Equity Buffer E Transaction History

Sugar Maple Asset Management, LLC

$118 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$42.04 - $44.04 $98,920 - $103,626	2,353 New	2,353 $101,000

Others Institutions Holding BOCT

# of Institutions

109

Shares Held

6.71M

Call Options Held

0

Put Options Held

0

Stuart Chaussee & Associates, Inc.

1.78M
Shares

$80.8 Million
32.26% of portfolio
Commonwealth Equity Services, LLC

683K
Shares

$31.1 Million
0.04% of portfolio
Trustcore Financial Services, LLC

597K
Shares

$27.2 Million
1.69% of portfolio
Brookstone Capital Management

530K
Shares

$24.1 Million
0.37% of portfolio
Penserra Capital Management LLC Orinda, CA

412K
Shares

$18.7 Million
0.31% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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