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
Q2 		$1.06M Buy
11,942
+1,534
+15% +$149K ﹤0.01% 2597
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 $1.89T 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

Creative Planning's REMX Position: Q2 2026 in Review

Creative Planning increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 15% in Q2 2026, buying an estimated $149K and bringing the position to 11,942 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Creative Planning first reported a position in REMX in Q1 2015 and has held it in 17 quarters since. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Creative Planning held 11,942 shares of VanEck Rare Earth/Strategic Metals ETF worth $1.06M as of Q2 2026.
  • Creative Planning bought 1,534 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $149K.
  • VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2597 holding.
  • Creative Planning first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2015 and has held it in 17 quarters since.
  • 360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.