Innovative Asset Advisors Group, LLC

Position in OTIS — Otis Worldwide Corp

CIK 2127147 SHELTON, CT

Position in OTIS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$158,307

-$43,411 QoQ

Shares Held

2,211

-15.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#874

of 1,211 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Innovative Asset Advisors Group, LLC holds $1,379,775 across 5 Specialty Industrial Machinery names. OTIS ranks #5 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AME	Ametek Inc/	1,882	$455,331
2	GEV	GE Vernova Inc.	301	$353,632
3	EMR	Emerson Electric Co	1,519	$217,444
4	ROK	Rockwell Automation, Inc	394	$195,061
5	OTIS	Otis Worldwide Corp This page	2,211	$158,307

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$158,307	2,211	-15.5%	Shares	Sole	2026-08-05
2026-03-31	$201,718	2,617	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.