Avalon Capital Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Avalon Capital 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 Q2	$8M	Buy	90,344 +4,091	+5%	+$397K	1.89%	15
2026 Q1	$7.59M	Sell	86,253 -6,581	-7%	-$592K	2.14%	15
2025 Q4	$6.86M	Buy	92,834 +3,025	+3%	+$217K	1.64%	19
2025 Q3	$5.91M	Buy	+89,809	New	+$4.98M	1.45%	22
2018 Q2	–	Sell	-7,160	Closed	-$598K	–	67
2018 Q1	$598K	Buy	+7,160	New	+$647K	0.59%	40

Other funds holding REMX

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Avalon Capital Management's REMX Position: Q2 2026 in Review

Avalon Capital Management increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 4.7% in Q2 2026, buying an estimated $397K and bringing the position to 90,344 shares worth $8M. The position accounts for 1.89% of the portfolio, ranked #15.

Avalon Capital Management first reported a position in REMX in Q1 2018 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Avalon Capital Management held 90,344 shares of VanEck Rare Earth/Strategic Metals ETF worth $8M as of Q2 2026.
Avalon Capital Management bought 4,091 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $397K.
VanEck Rare Earth/Strategic Metals ETF made up 1.89% of Avalon Capital Management's portfolio in Q2 2026, its #15 holding.
Avalon Capital Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2018 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.