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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

CapWealth Advisors's REMX Position: Q1 2026 in Review

CapWealth Advisors reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 0.95% in Q1 2026, selling an estimated $166K and leaving 193,153 shares worth $17M. The position accounts for 1.26% of the portfolio, ranked #34.

CapWealth Advisors first reported a position in REMX in Q4 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold REMX as of Q1 2026.

  • CapWealth Advisors held 193,153 shares of VanEck Rare Earth/Strategic Metals ETF worth $17M as of Q1 2026.
  • CapWealth Advisors sold 1,849 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2026, an estimated $166K.
  • VanEck Rare Earth/Strategic Metals ETF made up 1.26% of CapWealth Advisors's portfolio in Q1 2026, its #34 holding.
  • CapWealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.