CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

CAPTRUST Financial Advisors’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 		$1.74M Buy
19,760
+16,354
+480% +$1.47M ﹤0.01% 1284
2025
Q4 		$252K Buy
+3,406
New +$244K ﹤0.01% 2374
2022
Q3 		– Sell
-1,184
Closed -$103K – 3607
2022
Q2 		$103K Hold
1,184
– – ﹤0.01% 2176
2022
Q1 		$140K Buy
1,184
+177
+18% +$19K ﹤0.01% 1998
2021
Q4 		$113K Buy
1,007
+100
+11% +$11.4K ﹤0.01% 2072
2021
Q3 		$94K Buy
907
+432
+91% +$45.9K ﹤0.01% 2130
2021
Q2 		$40K Hold
475
– – ﹤0.01% 2658
2021
Q1 		$36K Buy
475
+25
+6% +$1.98K ﹤0.01% 2639
2020
Q4 		$30K Buy
+450
New +$22.4K ﹤0.01% 2071

Other funds holding REMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RH
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.38B AUM
CA
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