Aegis Wealth Management (Iowa)’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio CERY Stock Details CERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Buy	12,089 +4,944	+69%	+$178K	0.26%	73
2026 Q1	$252K	Buy	+7,145	New	+$230K	0.2%	91

Other funds holding CERY

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s CERY Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 69% in Q2 2026, buying an estimated $178K and bringing the position to 12,089 shares worth $404K. The position accounts for 0.26% of the portfolio, ranked #73.

Aegis Wealth Management (Iowa) first reported a position in CERY in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

Aegis Wealth Management (Iowa) held 12,089 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $404K as of Q2 2026.
Aegis Wealth Management (Iowa) bought 4,944 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $178K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.26% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #73 holding.
Aegis Wealth Management (Iowa) first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q1 2026 and has held it in 2 quarters since.
129 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.