GoalVest Advisory’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

GoalVest Advisory’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	$716K	Buy	+8,092	New	+$786K	0.13%	76

Other funds holding REMX

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

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

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

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

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

GoalVest Advisory's REMX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2026: 8,092 shares worth $716K. The stake represents 0.13% of the portfolio and ranks #76 among its holdings.

54 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

GoalVest Advisory held 8,092 shares of VanEck Rare Earth/Strategic Metals ETF worth $716K as of Q2 2026.
VanEck Rare Earth/Strategic Metals ETF was a new GoalVest Advisory position in Q2 2026.
VanEck Rare Earth/Strategic Metals ETF made up 0.13% of GoalVest Advisory's portfolio in Q2 2026, its #76 holding.
54 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.