Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Carson Wealth (CWM 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 		$564K Buy
6,408
+178
+3% +$16K ﹤0.01% 1926
2025
Q4 		$461K Buy
6,230
+3,769
+153% +$270K ﹤0.01% 1976
2025
Q3 		$162K Buy
2,461
+600
+32% +$33.3K ﹤0.01% 2608
2025
Q2 		$76K Buy
1,861
+736
+65% +$28.1K ﹤0.01% 2944
2025
Q1 		$44K Hold
1,125
– – ﹤0.01% 3085
2024
Q4 		$44K Buy
1,125
+573
+104% +$26.1K ﹤0.01% 2899
2024
Q3 		$25K Hold
552
– – ﹤0.01% 3228
2024
Q2 		$23K Hold
552
– – ﹤0.01% 3031
2024
Q1 		$28K Hold
552
– – ﹤0.01% 2683
2023
Q4 		$34K Sell
552
-566
-51% -$33.4K ﹤0.01% 2420
2023
Q3 		$74K Buy
1,118
+16
+1% +$1.22K ﹤0.01% 1827
2023
Q2 		$92K Sell
1,102
-313
-22% -$25.7K ﹤0.01% 1610
2023
Q1 		$115K Buy
1,415
+863
+156% +$73.5K ﹤0.01% 1427
2022
Q4 		$42K Hold
552
– – ﹤0.01% 1846
2022
Q3 		$46K Hold
552
– – ﹤0.01% 1700
2022
Q2 		$48K Sell
552
-67
-11% -$6.58K ﹤0.01% 1652
2022
Q1 		$73K Buy
619
+67
+12% +$7.21K ﹤0.01% 1451
2021
Q4 		$62K Buy
+552
New +$62.9K ﹤0.01% 1488
2021
Q2 		$47K Hold
552
– – ﹤0.01% 1426
2021
Q1 		$47K Hold
552
– – ﹤0.01% 1426
2020
Q4 		$47K Hold
552
– – ﹤0.01% 1426
2020
Q3 		$47K Hold
552
– – ﹤0.01% 1426
2020
Q2 		$47K Buy
552
+368
+200% +$11.9K ﹤0.01% 1426
2020
Q1 		$47K Hold
184
– – ﹤0.01% 1426
2019
Q4 		$47K Hold
184
– – ﹤0.01% 1426
2019
Q3 		$47K Hold
184
– – ﹤0.01% 1426
2019
Q2 		$47K Hold
184
– – ﹤0.01% 1426
2019
Q1 		$47K Buy
+184
New +$8.33K ﹤0.01% 1426

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
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s REMX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 2.9% in Q1 2026, buying an estimated $16K and bringing the position to 6,408 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Carson Wealth (CWM LLC) first reported a position in REMX in Q1 2019 and has held it in 28 quarters since. 324 funds tracked by Wall St. Rank hold REMX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,408 shares of VanEck Rare Earth/Strategic Metals ETF worth $564K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 178 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2026, an estimated $16K.
  • VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1926 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2019 and has held it in 28 quarters since.
  • 324 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.