VisionPoint Advisory Group’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

VisionPoint Advisory Group’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	$898K	Sell	26,862 -316	-1%	-$11.4K	0.15%	159
2026 Q1	$958K	Buy	27,178 +9,008	+50%	+$290K	0.18%	124
2025 Q4	$519K	Sell	18,170 -6,969	-28%	-$204K	0.1%	208
2025 Q3	$720K	Buy	25,139 +7,196	+40%	+$201K	0.14%	163
2025 Q2	$489K	Buy	+17,943	New	+$482K	0.11%	189
2025 Q1	–	Sell	-2,505	Closed	-$65.2K	–	325
2024 Q4	$65.2K	Buy	+2,505	New	+$65.2K	0.02%	266

Other funds holding CERY

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

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 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