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

CapWealth 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
Q2 		$17.2M Buy
194,298
+1,145
+0.6% +$111K 1.18% 35
2026
Q1 		$17M Sell
193,153
-1,849
-0.9% -$166K 1.26% 34
2025
Q4 		$14.4M Buy
+195,002
New +$14M 0.99% 38

Other funds holding REMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

CapWealth Advisors's REMX Position: Q2 2026 in Review

CapWealth Advisors increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 0.59% in Q2 2026, buying an estimated $111K and bringing the position to 194,298 shares worth $17.2M. The position accounts for 1.18% of the portfolio, ranked #35.

CapWealth Advisors first reported a position in REMX in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • CapWealth Advisors held 194,298 shares of VanEck Rare Earth/Strategic Metals ETF worth $17.2M as of Q2 2026.
  • CapWealth Advisors bought 1,145 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $111K.
  • VanEck Rare Earth/Strategic Metals ETF made up 1.18% of CapWealth Advisors's portfolio in Q2 2026, its #35 holding.
  • CapWealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.