AE Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

AE Wealth Management’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$583K	Buy	6,622 +649	+11%	+$58.4K	﹤0.01%	1033
2025 Q4	$442K	Buy	5,973 +5,431	+1,002%	+$389K	﹤0.01%	1118
2025 Q3	$35.7K	Buy	542 +280	+107%	+$15.5K	﹤0.01%	1785
2025 Q2	$10.6K	Buy	262 +105	+67%	+$4.01K	﹤0.01%	1862
2025 Q1	$6.21K	Hold	157	–	–	﹤0.01%	1915
2024 Q4	$6.13K	Buy	+157	New	+$7.16K	﹤0.01%	1902
2023 Q2	–	Sell	-2,627	Closed	-$214K	–	2024
2023 Q1	$214K	Buy	+2,627	New	+$224K	﹤0.01%	1708
2022 Q4	–	Sell	-3,336	Closed	-$278K	–	1902
2022 Q3	$278K	Buy	3,336 +593	+22%	+$54.9K	﹤0.01%	1500
2022 Q2	$238K	Buy	+2,743	New	+$269K	﹤0.01%	1530

Other funds holding REMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $1.38B AUM

CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return