SOA Wealth Advisors, LLC.

Position in ROK — Rockwell Automation, Inc

CIK 1849444 NEW YORK, NY

Position in ROK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$34,160

+$33,892 QoQ

Shares Held

+6800.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,365

of 1,527 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $181,060,208 across 15 Specialty Industrial Machinery names. ROK ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	144,680	$169,978,744
2	PH	Parker-Hannifin Corp	6,940	$6,788,152
3	ETN	Eaton Corp plc	9,399	$4,005,101
4	EMR	Emerson Electric Co	636	$91,043
5	CMI	Cummins Inc	99	$70,607
6	ROK	Rockwell Automation, Inc This page	69	$34,160
7	FLS	Flowserve Corp	407	$30,183
8	ITW	Illinois Tool Works Inc	105	$28,399

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,160	69	+6800.0%	Shares	Sole	2026-07-21
2024-09-30	$268	1	0.0%	Shares	Sole	2024-11-20
2024-06-30	$275	1	-50.0%	Shares	Sole	2024-07-17
2024-03-31	$582	2	0.0%	Shares	Sole	2024-04-10
2023-12-31	$620	2	0.0%	Shares	Sole	2024-02-13
2023-09-30	$571	2	0.0%	Shares	Sole	2023-10-10
2023-06-30	$658	2	0.0%	Shares	Sole	2023-07-07
2023-03-31	$586	2	0.0%	Shares	Sole	2023-04-28
2022-12-31	$515	2	0.0%	Shares	Sole	2023-01-10
2022-09-30	$430	2	0.0%	Shares	Sole	2022-10-07
2022-06-30	$398	2	-85.7%	Shares	Sole	2022-07-13
2022-03-31	$3,920	14	0.0%	Shares	Sole	2022-04-07
2021-12-31	$4,883	14	0.0%	Shares	Sole	2022-01-13
2021-09-30	$4,116	14	-12.5%	Shares	Sole	2021-10-12
2021-06-30	$4,576	16	-15.8%	Shares	Sole	2021-07-14
2021-03-31	$5,043	19	+280.0%	Shares	Sole	2021-04-26
2020-12-31	$1,254	5	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.