Next Financial Group’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Next Financial Group’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
2021 Q4	$10K	Buy	+87	New	+$9.92K	﹤0.01%	2193
2020 Q1	–	Sell	-12	Closed	–	–	2350
2019 Q4	$0	Hold	12	–	–	﹤0.01%	2508
2019 Q3	$0	Hold	12	–	–	﹤0.01%	2398
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	2243
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	1579
2018 Q4	$0	Hold	12	–	–	﹤0.01%	2078
2018 Q3	$1K	Buy	+12	New	+$754	﹤0.01%	1416
2017 Q1	–	Sell	-12	Closed	-$1K	–	2204
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	2309
2016 Q3	$1K	Buy	+12	New	+$615	﹤0.01%	2303
2014 Q4	–	Sell	-12	Closed	-$1K	–	2271
2014 Q3	$1K	Buy	+12	New	+$1.27K	﹤0.01%	2441

Other funds holding REMX

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Next Financial Group's REMX Position: Q4 2021 in Review

Next Financial Group opened a new position in VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2021: 87 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2193 among its holdings. This is a return to the name: Next Financial Group previously reported a position in REMX as recently as Q4 2019.

Next Financial Group first reported a position in REMX in Q3 2014 and has held it in 10 quarters since. 175 funds tracked by Wall St. Rank hold REMX as of Q4 2021.

Next Financial Group held 87 shares of VanEck Rare Earth/Strategic Metals ETF worth $10K as of Q4 2021.
VanEck Rare Earth/Strategic Metals ETF was a new Next Financial Group position in Q4 2021.
VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2193 holding.
Next Financial Group first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2014 and has held it in 10 quarters since.
175 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.