Stratos Wealth Advisors, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1707202 BEACHWOOD, OH

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$8,309,917

+$2,284,681 QoQ

Shares Held

16,785

-0.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#335

of 1,525 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $12,860,993 across 6 Specialty Industrial Machinery names. ROK ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	16,785	$8,309,917
2	GEV	GE Vernova Inc.	2,654	$3,118,078
3	ITW	Illinois Tool Works Inc	1,951	$527,686
4	ETN	Eaton Corp plc	1,079	$459,783
5	EMR	Emerson Electric Co	1,673	$239,489
6	XYL	Xylem Inc.	1,743	$206,040

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,309,917	16,785	-0.0%	Shares	Sole	2026-08-11
2026-03-31	$6,025,236	16,789	+6.0%	Shares	Sole	2026-04-28
2025-12-31	$6,164,814	15,845	+5.6%	Shares	Sole	2026-01-20
2025-09-30	$5,246,794	15,011	+2.0%	Shares	Sole	2025-11-06
2025-06-30	$4,886,220	14,710	-2.6%	Shares	Sole	2025-07-29
2025-03-31	$3,902,571	15,104	-7.5%	Shares	Sole	2025-04-30
2024-12-31	$4,666,664	16,329	-1.4%	Shares	Sole	2025-01-27
2024-09-30	$4,448,113	16,569	-1.8%	Shares	Sole	2024-10-17
2024-06-30	$4,645,900	16,877	+1.8%	Shares	Sole	2024-07-24
2024-03-31	$4,828,212	16,573	-4.2%	Shares	Sole	2024-04-16
2023-12-31	$5,368,509	17,291	-0.8%	Shares	Sole	2024-01-24
2023-09-30	$4,981,570	17,426	+18.5%	Shares	Sole	2023-10-24
2023-06-30	$4,844,891	14,706	+14.0%	Shares	Sole	2023-07-18
2023-03-31	$3,785,505	12,900	+139.6%	Shares	Sole	2023-04-27
2022-12-31	$1,386,756	5,384	+220.9%	Shares	Sole	2023-01-19
2022-09-30	$360,954	1,678	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$334,242	1,677	+0.1%	Shares	Sole	2022-07-22
2022-03-31	$469,330	1,676	-3.8%	Shares	Sole	2022-04-26
2021-12-31	$608,045	1,743	-1.3%	Shares	Sole	2022-01-14
2021-09-30	$519,274	1,766	-11.1%	Shares	Sole	2021-10-19
2021-06-30	$568,035	1,986	+145.5%	Shares	Sole	2021-07-19
2021-03-31	$214,740	809	-2.3%	Shares	Sole	2021-04-27
2020-12-31	$207,670	828	-20.2%	Shares	Sole	2021-01-29
2020-06-30	$220,881	1,037	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.