Capital Analysts LLC’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Capital Analysts LLC’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	$16K	Hold	179	–	–	﹤0.01%	1170
2025 Q4	$13K	Hold	179	–	–	﹤0.01%	1199
2025 Q3	$12K	Hold	179	–	–	﹤0.01%	1178
2025 Q2	$7K	Hold	179	–	–	﹤0.01%	1203
2025 Q1	$7K	Sell	179 -274	-60%	-$11.3K	﹤0.01%	1183
2024 Q4	$18K	Buy	453 +171	+61%	+$7.8K	﹤0.01%	966
2024 Q3	$13K	Hold	282	–	–	﹤0.01%	986
2024 Q2	$12K	Hold	282	–	–	﹤0.01%	938
2024 Q1	$14K	Hold	282	–	–	﹤0.01%	882
2023 Q4	$17K	Buy	282 +264	+1,467%	+$15.6K	﹤0.01%	835
2023 Q3	$1K	Buy	+18	New	+$1.37K	﹤0.01%	1131

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