Integrated Wealth Concepts’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Integrated Wealth Concepts’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	$202K	Buy	+6,040	New	+$218K	﹤0.01%	2323

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

Integrated Wealth Concepts's CERY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) in Q2 2026: 6,040 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2323 among its holdings.

129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

Integrated Wealth Concepts held 6,040 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $202K as of Q2 2026.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF was a new Integrated Wealth Concepts position in Q2 2026.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2323 holding.
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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.