HHM Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

HHM Wealth 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
2024 Q4	–	Sell	-100	Closed	-$4.61K	–	1036
2024 Q3	$4.61K	Hold	100	–	–	﹤0.01%	663
2024 Q2	$4.25K	Hold	100	–	–	﹤0.01%	646
2024 Q1	$5.14K	Hold	100	–	–	﹤0.01%	625
2023 Q4	$6.16K	Hold	100	–	–	﹤0.01%	610
2023 Q3	$6.63K	Hold	100	–	–	﹤0.01%	586
2023 Q2	$8.32K	Hold	100	–	–	﹤0.01%	571
2023 Q1	$8.16K	Hold	100	–	–	﹤0.01%	554
2022 Q4	$7.62K	Hold	100	–	–	﹤0.01%	488
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	471
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	560
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	524
2021 Q4	$11K	Buy	+100	New	+$11.4K	﹤0.01%	512

Other funds holding REMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HHM Wealth Advisors's REMX Position: Q4 2024 in Review

HHM Wealth Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2024, closing a stake of 100 shares — an estimated $4.61K sold.

HHM Wealth Advisors first reported a position in REMX in Q4 2021 and held it in 12 quarters. The position peaked at $12K in Q1 2022. 82 funds tracked by Wall St. Rank hold REMX as of Q4 2024.

HHM Wealth Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2024 after selling out during the quarter.
HHM Wealth Advisors sold 100 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2024, an estimated $4.61K.
HHM Wealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2021 and held it in 12 quarters.
HHM Wealth Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $12K in Q1 2022.
82 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.