Proactive Wealth Strategies
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Proactive Wealth Strategies’s USA Rare Earth Inc USAR Stock Holding History

Proactive Wealth Strategies’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$338K Buy
24,010
+8,910
+59% +$151K 0.05% 177
2026
Q2 		$326K Buy
15,100
+2,500
+20% +$57K 0.05% 182
2026
Q1 		$191K Buy
+12,600
New +$244K 0.04% 206

Other funds holding USAR

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bayshore Capital Advisors
Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Proactive Wealth Strategies's USAR Position: Q3 2026 in Review

Proactive Wealth Strategies increased its USA Rare Earth Inc (USAR) stake by 59% in Q3 2026, buying an estimated $151K and bringing the position to 24,010 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #177.

Proactive Wealth Strategies first reported a position in USAR in Q1 2026 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

  • Proactive Wealth Strategies held 24,010 shares of USA Rare Earth Inc worth $338K as of Q3 2026.
  • Proactive Wealth Strategies bought 8,910 USA Rare Earth Inc shares in Q3 2026, an estimated $151K.
  • USA Rare Earth Inc made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #177 holding.
  • Proactive Wealth Strategies first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.