Modern Wealth Management’s EMX Royalty EMX Stock Holding History

Modern Wealth Management’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-25,100	Closed	-$129K	–	858
2025 Q3	$129K	Buy	+25,100	New	+$86.8K	﹤0.01%	786
2024 Q1	–	Sell	-13,587	Closed	-$22K	–	301
2023 Q4	$22K	Buy	+13,587	New	+$23.2K	﹤0.01%	190

Modern Wealth Management's EMX Position: Q4 2025 in Review

Modern Wealth Management sold out of EMX Royalty (EMX) in Q4 2025, closing a stake of 25,100 shares — an estimated $129K sold.

Modern Wealth Management first reported a position in EMX in Q4 2023 and held it in 2 quarters. The position peaked at $129K in Q3 2025. 0 funds tracked by Wall St. Rank hold EMX as of Q4 2025.

Modern Wealth Management reported no remaining EMX Royalty position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 25,100 EMX Royalty shares in Q4 2025, an estimated $129K.
Modern Wealth Management first reported a position in EMX Royalty in Q4 2023 and held it in 2 quarters.
Modern Wealth Management's EMX Royalty position peaked at $129K in Q3 2025.
0 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.