Avantax Advisory Services’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-13,500	Closed	-$534K	–	2426
2025 Q1	$534K	Sell	13,500 -4,859	-26%	-$201K	﹤0.01%	1465
2024 Q4	$716K	Buy	18,359 +4,756	+35%	+$217K	﹤0.01%	1228
2024 Q3	$627K	Sell	13,603 -820	-6%	-$33.4K	﹤0.01%	1271
2024 Q2	$613K	Sell	14,423 -90	-0.6%	-$4.58K	﹤0.01%	1238
2024 Q1	$745K	Buy	14,513 +3,387	+30%	+$172K	0.01%	869
2023 Q4	$685K	Sell	11,126 -947	-8%	-$55.9K	0.01%	858
2023 Q3	$801K	Sell	12,073 -210	-2%	-$16K	0.01%	762
2023 Q2	$1.02M	Buy	12,283 +77	+0.6%	+$6.32K	0.01%	669
2023 Q1	$996K	Buy	+12,206	New	+$1.04M	0.01%	666

Other funds holding REMX

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's REMX Position: Q2 2025 in Review

Avantax Advisory Services sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2025, closing a stake of 13,500 shares — an estimated $534K sold.

Avantax Advisory Services first reported a position in REMX in Q1 2023 and held it in 9 quarters. The position peaked at $1.02M in Q2 2023. 94 funds tracked by Wall St. Rank hold REMX as of Q2 2025.

Avantax Advisory Services reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 13,500 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2025, an estimated $534K.
Avantax Advisory Services first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2023 and held it in 9 quarters.
Avantax Advisory Services's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.02M in Q2 2023.
94 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.