Creative Planning
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Creative Planning’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Creative Planning’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 		$916K Buy
10,408
+5,975
+135% +$538K ﹤0.01% 2537
2025
Q4 		$328K Buy
4,433
+728
+20% +$52.2K ﹤0.01% 3180
2025
Q3 		$244K Buy
+3,705
New +$205K ﹤0.01% 3312
2023
Q4 		– Sell
-3,147
Closed -$209K – 3027
2023
Q3 		$209K Sell
3,147
-963
-23% -$73.3K ﹤0.01% 2210
2023
Q2 		$342K Sell
4,110
-85
-2% -$6.98K ﹤0.01% 1811
2023
Q1 		$342K Buy
4,195
+1
+0% +$85 ﹤0.01% 1714
2022
Q4 		$319K Sell
4,194
-114
-3% -$9.97K ﹤0.01% 1683
2022
Q3 		$359K Buy
4,308
+166
+4% +$15.4K ﹤0.01% 1532
2022
Q2 		$360K Sell
4,142
-422
-9% -$41.4K ﹤0.01% 1494
2022
Q1 		$540K Buy
4,564
+1,069
+31% +$115K ﹤0.01% 1285
2021
Q4 		$392K Sell
3,495
-1,526
-30% -$174K ﹤0.01% 1449
2021
Q3 		$518K Sell
5,021
-241
-5% -$25.6K ﹤0.01% 1270
2021
Q2 		$447K Buy
+5,262
New +$426K ﹤0.01% 1348
2021
Q1 		– Sell
-13,381
Closed -$881K – 2700
2020
Q4 		$881K Buy
+13,381
New +$666K ﹤0.01% 1017
2018
Q1 		– Sell
-4,701
Closed -$424K – 2109
2017
Q4 		$424K Buy
+4,701
New +$391K ﹤0.01% 1171
2015
Q2 		– Sell
-13
Closed -$1K – 2576
2015
Q1 		$1K Buy
+13
New +$979 ﹤0.01% 4061

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
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 $570B AUM 27.57% 1-Year Est. Return

Creative Planning's REMX Position: Q1 2026 in Review

Creative Planning increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 135% in Q1 2026, buying an estimated $538K and bringing the position to 10,408 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Creative Planning first reported a position in REMX in Q1 2015 and has held it in 16 quarters since. 323 funds tracked by Wall St. Rank hold REMX as of Q1 2026.

  • Creative Planning held 10,408 shares of VanEck Rare Earth/Strategic Metals ETF worth $916K as of Q1 2026.
  • Creative Planning bought 5,975 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2026, an estimated $538K.
  • VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2537 holding.
  • Creative Planning first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2015 and has held it in 16 quarters since.
  • 323 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.