Fulcrum Equity Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Fulcrum Equity Management’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	$586K	Sell	6,619 -481	-7%	-$46.7K	0.47%	57
2026 Q1	$625K	Sell	7,100 -580	-8%	-$52.2K	0.61%	43
2025 Q4	$568K	Buy	+7,680	New	+$551K	0.54%	45
2022 Q2	–	Sell	-2,280	Closed	-$270K	–	107
2022 Q1	$270K	Sell	2,280 -430	-16%	-$46.3K	0.16%	86
2021 Q4	$304K	Sell	2,710 -724	-21%	-$82.5K	0.11%	133
2021 Q3	$354K	Sell	3,434 -498	-13%	-$52.9K	0.14%	113
2021 Q2	$334K	Buy	+3,932	New	+$318K	0.12%	132

Other funds holding REMX

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

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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return