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

Barometer 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	$319K	Buy	3,600 +1,900	+112%	+$185K	0.09%	125
2026 Q1	$150K	Buy	+1,700	New	+$153K	0.05%	113
2025 Q4	–	Sell	-2,300	Closed	-$151K	–	139
2025 Q3	$151K	Buy	+2,300	New	+$128K	0.03%	155
2022 Q4	–	Sell	-2,800	Closed	-$233K	–	140
2022 Q3	$233K	Buy	+2,800	New	+$259K	0.1%	64
2022 Q2	–	Sell	-7,500	Closed	-$887K	–	115
2022 Q1	$887K	Sell	7,500 -4,500	-38%	-$484K	0.16%	77
2021 Q4	$1.35M	Buy	12,000 +7,100	+145%	+$809K	0.23%	64
2021 Q3	$506K	Buy	+4,900	New	+$521K	0.1%	114

Other funds holding REMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Barometer Capital Management increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 112% in Q2 2026, buying an estimated $185K and bringing the position to 3,600 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #125.

Barometer Capital Management first reported a position in REMX in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2021. 361 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Barometer Capital Management held 3,600 shares of VanEck Rare Earth/Strategic Metals ETF worth $319K as of Q2 2026.
Barometer Capital Management bought 1,900 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $185K.
VanEck Rare Earth/Strategic Metals ETF made up 0.09% of Barometer Capital Management's portfolio in Q2 2026, its #125 holding.
Barometer Capital Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2021 and has held it in 7 quarters since.
Barometer Capital Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.35M in Q4 2021.
361 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.