Next Level Wealth Planning
REMX icon

Next Level Wealth Planning’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Next Level Wealth Planning’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
Q3 		$7.58K Buy
+118
New +$8.72K ﹤0.01% 360

Other funds holding REMX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Asset One Wealth Management
Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Next Level Wealth Planning's REMX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2026: 118 shares worth $7.58K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings.

155 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

  • Next Level Wealth Planning held 118 shares of VanEck Rare Earth/Strategic Metals ETF worth $7.58K as of Q3 2026.
  • VanEck Rare Earth/Strategic Metals ETF was a new Next Level Wealth Planning position in Q3 2026.
  • VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #360 holding.
  • 155 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.