Innovative Asset Advisors Group, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2127147 SHELTON, CT

Position in ROK

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

Position Value

$195,061

+$54,381 QoQ

Shares Held

394

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,268

of 1,527 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. ROK ranks #4 (14.1% 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 This page	394	$195,061
5	OTIS	Otis Worldwide Corp	2,211	$158,307

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,061	394	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$140,680	392	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.