Carson Wealth (CWM LLC)
CERY

Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$69K Buy
1,959
+190
+11% +$6.11K ﹤0.01% 3563
2025
Q4 		$51K Buy
1,769
+631
+55% +$18.5K ﹤0.01% 3596
2025
Q3 		$33K Hold
1,138
– – ﹤0.01% 3829
2025
Q2 		$31K Hold
1,138
– – ﹤0.01% 3636
2025
Q1 		$32K Buy
+1,138
New +$30.8K ﹤0.01% 3352

Other funds holding CERY

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
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
Cerity Partners
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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CERY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 11% in Q1 2026, buying an estimated $6.11K and bringing the position to 1,959 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

Carson Wealth (CWM LLC) first reported a position in CERY in Q1 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold CERY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,959 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $69K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 190 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $6.11K.
  • State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3563 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q1 2025 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.