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Kraft Davis & Associates’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Kraft Davis & Associates’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 		$7.73M Buy
97,615
+2,643
+3% +$257K 1.61% 22
2026
Q1 		$9.99M Buy
+94,972
New +$8.55M 2.13% 18

Other funds holding REMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Kraft Davis & Associates's REMX Position: Q2 2026 in Review

Kraft Davis & Associates increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 2.8% in Q2 2026, buying an estimated $257K and bringing the position to 97,615 shares worth $7.73M. The position accounts for 1.61% of the portfolio, ranked #22.

Kraft Davis & Associates first reported a position in REMX in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.99M in Q1 2026. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Kraft Davis & Associates held 97,615 shares of VanEck Rare Earth/Strategic Metals ETF worth $7.73M as of Q2 2026.
  • Kraft Davis & Associates bought 2,643 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $257K.
  • VanEck Rare Earth/Strategic Metals ETF made up 1.61% of Kraft Davis & Associates's portfolio in Q2 2026, its #22 holding.
  • Kraft Davis & Associates first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2026 and has held it in 2 quarters since.
  • Kraft Davis & Associates's VanEck Rare Earth/Strategic Metals ETF position peaked at $9.99M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.