Peak Financial Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Peak Financial Advisors’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
2023 Q1	–	Sell	-17,963	Closed	-$1.37M	–	69
2022 Q4	$1.37M	Sell	17,963 -4,487	-20%	-$392K	1.25%	29
2022 Q3	$1.87M	Sell	22,450 -629	-3%	-$58.2K	2.3%	15
2022 Q2	$2M	Sell	23,079 -105	-0.5%	-$10.3K	1.98%	13
2022 Q1	$2.74M	Buy	23,184 +1,734	+8%	+$187K	2.35%	11
2021 Q4	$2.41M	Buy	21,450 +724	+3%	+$82.5K	1.85%	19
2021 Q3	$2.14M	Sell	20,726 -831	-4%	-$88.3K	1.88%	17
2021 Q2	$1.83M	Sell	21,557 -3,278	-13%	-$265K	1.57%	21
2021 Q1	$1.86M	Buy	24,835 +733	+3%	+$58.2K	1.57%	22
2020 Q4	$1.59M	Buy	+24,102	New	+$1.2M	1.37%	29

Other funds holding REMX

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

MPM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Peak Financial Advisors's REMX Position: Q1 2023 in Review

Peak Financial Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2023, closing a stake of 17,963 shares — an estimated $1.37M sold.

Peak Financial Advisors first reported a position in REMX in Q4 2020 and held it in 9 quarters. The position peaked at $2.74M in Q1 2022. 148 funds tracked by Wall St. Rank hold REMX as of Q1 2023.

Peak Financial Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2023 after selling out during the quarter.
Peak Financial Advisors sold 17,963 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2023, an estimated $1.37M.
Peak Financial Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2020 and held it in 9 quarters.
Peak Financial Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $2.74M in Q1 2022.
148 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2023.

Based on Peak Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.