SMAM
BOCT icon

Sugar Maple Asset Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Sugar Maple Asset Management’s Portfolio BOCT Stock Details BOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,353
Closed -$102K – 114
2024
Q4 		$102K Buy
+2,353
New +$102K 0.08% 88

Other funds holding BOCT

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Sugar Maple Asset Management's BOCT Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2025, closing a stake of 2,353 shares — an estimated $102K sold.

Sugar Maple Asset Management first reported a position in BOCT in Q4 2024 and held it in 1 quarter. The position peaked at $102K in Q4 2024. 95 funds tracked by Wall St. Rank hold BOCT as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 2,353 Innovator US Equity Buffer ETF October shares in Q1 2025, an estimated $102K.
  • Sugar Maple Asset Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Innovator US Equity Buffer ETF October position peaked at $102K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.