Innovative Advisory Group, LLC’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Innovative Advisory Group, LLC’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	$610K	Sell	6,888 -2,447	-26%	-$238K	0.46%	19
2026 Q1	$821K	Buy	9,335 +140	+2%	+$12.6K	0.67%	19
2025 Q4	$680K	Buy	9,195 +1,200	+15%	+$86.1K	0.43%	27
2025 Q3	$526K	Buy	7,995 +284	+4%	+$15.7K	0.32%	28
2025 Q2	$313K	Buy	7,711 +246	+3%	+$9.39K	0.26%	28
2025 Q1	$295K	Buy	7,465 +1,250	+20%	+$51.8K	0.28%	26
2024 Q4	$242K	Buy	+6,215	New	+$283K	0.21%	29

Other funds holding REMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Innovative Advisory Group, LLC's REMX Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 26% in Q2 2026, selling an estimated $238K and leaving 6,888 shares worth $610K. The position accounts for 0.46% of the portfolio, ranked #19.

Innovative Advisory Group, LLC first reported a position in REMX in Q4 2024 and has held it in 7 quarters since. The position peaked at $821K in Q1 2026. 361 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Innovative Advisory Group, LLC held 6,888 shares of VanEck Rare Earth/Strategic Metals ETF worth $610K as of Q2 2026.
Innovative Advisory Group, LLC sold 2,447 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $238K.
VanEck Rare Earth/Strategic Metals ETF made up 0.46% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #19 holding.
Innovative Advisory Group, LLC first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Advisory Group, LLC's VanEck Rare Earth/Strategic Metals ETF position peaked at $821K in Q1 2026.
361 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.