CapWealth Advisors
REMX icon

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
Q3 		$12.7M Buy
197,308
+3,010
+2% +$222K 0.96% 43
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

HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

CapWealth Advisors's REMX Position: Q3 2026 in Review

CapWealth Advisors increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 1.5% in Q3 2026, buying an estimated $222K and bringing the position to 197,308 shares worth $12.7M. The position accounts for 0.96% of the portfolio, ranked #43.

CapWealth Advisors first reported a position in REMX in Q4 2025 and has held it in 4 quarters since. The position peaked at $17.2M in Q2 2026. 41 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

  • CapWealth Advisors held 197,308 shares of VanEck Rare Earth/Strategic Metals ETF worth $12.7M as of Q3 2026.
  • CapWealth Advisors bought 3,010 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2026, an estimated $222K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.96% of CapWealth Advisors's portfolio in Q3 2026, its #43 holding.
  • CapWealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2025 and has held it in 4 quarters since.
  • CapWealth Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $17.2M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.