Groesbeck Investment Management’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Groesbeck Investment Management’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	$50K	Buy	+1,490	New	+$53.7K	0.08%	80

Other funds holding CERY

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Capital Investment Management Lees Summit, Missouri $326M AUM

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return