Fortis Group Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Fortis Group 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 Q2	$1.83M	Buy	20,731 +8,515	+70%	+$827K	0.29%	89
2026 Q1	$1.29M	Sell	12,216 -6,960	-36%	-$627K	0.21%	119
2025 Q4	$1.64M	Sell	19,176 -5,958	-24%	-$427K	0.28%	98
2025 Q3	$1.77M	Buy	+25,134	New	+$1.39M	0.31%	75
2025 Q2	–	Sell	-40,572	Closed	-$1.6M	–	548
2025 Q1	$1.6M	Buy	+40,572	New	+$1.68M	0.31%	83

Other funds holding REMX

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Fortis Group Advisors's REMX Position: Q2 2026 in Review

Fortis Group Advisors increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 70% in Q2 2026, buying an estimated $827K and bringing the position to 20,731 shares worth $1.83M. The position accounts for 0.29% of the portfolio, ranked #89.

Fortis Group Advisors first reported a position in REMX in Q1 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Fortis Group Advisors held 20,731 shares of VanEck Rare Earth/Strategic Metals ETF worth $1.83M as of Q2 2026.
Fortis Group Advisors bought 8,515 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $827K.
VanEck Rare Earth/Strategic Metals ETF made up 0.29% of Fortis Group Advisors's portfolio in Q2 2026, its #89 holding.
Fortis Group Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.