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

Kestra Advisory Services’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 Q1	$9.93M	Sell	112,804 -4,787	-4%	-$431K	0.04%	469
2025 Q4	$8.69M	Buy	117,591 +113,034	+2,480%	+$8.11M	0.04%	467
2025 Q3	$300K	Buy	+4,557	New	+$253K	﹤0.01%	2443
2024 Q1	–	Sell	-10,296	Closed	-$634K	–	2519
2023 Q4	$634K	Buy	10,296 +845	+9%	+$49.9K	0.01%	1384
2023 Q3	$627K	Buy	9,451 +433	+5%	+$33K	0.01%	1246
2023 Q2	$750K	Buy	9,018 +158	+2%	+$13K	0.01%	1113
2023 Q1	$723K	Buy	+8,860	New	+$754K	0.01%	1095
2022 Q2	–	Sell	-2,405	Closed	-$284K	–	2226
2022 Q1	$284K	Buy	2,405 +125	+5%	+$13.4K	﹤0.01%	1627
2021 Q4	$256K	Buy	2,280 +339	+17%	+$38.6K	﹤0.01%	1708
2021 Q3	$200K	Buy	+1,941	New	+$206K	﹤0.01%	1975

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

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.38B AUM

CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's REMX Position: Q1 2026 in Review

Kestra Advisory Services reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 4.1% in Q1 2026, selling an estimated $431K and leaving 112,804 shares worth $9.93M. The position accounts for 0.04% of the portfolio, ranked #469.

Kestra Advisory Services first reported a position in REMX in Q3 2021 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold REMX as of Q1 2026.

Kestra Advisory Services held 112,804 shares of VanEck Rare Earth/Strategic Metals ETF worth $9.93M as of Q1 2026.
Kestra Advisory Services sold 4,787 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2026, an estimated $431K.
VanEck Rare Earth/Strategic Metals ETF made up 0.04% of Kestra Advisory Services's portfolio in Q1 2026, its #469 holding.
Kestra Advisory Services first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2021 and has held it in 10 quarters since.
323 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.