PWS
USAR

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Proactive Wealth Strategies's USAR Position: Q2 2026 in Review

Proactive Wealth Strategies increased its USA Rare Earth Inc (USAR) stake by 20% in Q2 2026, buying an estimated $57K and bringing the position to 15,100 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #182.

Proactive Wealth Strategies first reported a position in USAR in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Proactive Wealth Strategies held 15,100 shares of USA Rare Earth Inc worth $326K as of Q2 2026.
  • Proactive Wealth Strategies bought 2,500 USA Rare Earth Inc shares in Q2 2026, an estimated $57K.
  • USA Rare Earth Inc made up 0.05% of Proactive Wealth Strategies's portfolio in Q2 2026, its #182 holding.
  • Proactive Wealth Strategies first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.