Innovative Asset Advisors Group, LLC

Position in VRT — Vertiv Holdings Co

CIK 2127147 SHELTON, CT

Position in VRT

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

Position Value

$2,342,735

+$501,223 QoQ

Shares Held

6,997

-4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#832

of 2,028 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 $6,169,361 across 4 Electrical Equipment & Parts names. VRT ranks #2 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp	10,235	$3,098,134
2	VRT	Vertiv Holdings Co This page	6,997	$2,342,735
3	FCEL	Fuelcell Energy Inc	15,250	$549,152
4	EOSE	Eos Energy Enterprises, Inc.	30,500	$179,340

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,342,735	6,997	-4.8%	Shares	Sole	2026-08-05
2026-03-31	$1,841,512	7,349	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.