Refined Wealth Management
REMX icon

Refined Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Refined Wealth Management’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 		$2.57M Buy
40,000
+1,611
+4% +$119K 1.44% 18
2026
Q2 		$3.4M Buy
38,389
+407
+1% +$39.5K 2.05% 17
2026
Q1 		$3.34M Buy
+37,982
New +$3.42M 2.11% 17

Other funds holding REMX

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
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM

Refined Wealth Management's REMX Position: Q3 2026 in Review

Refined Wealth Management increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 4.2% in Q3 2026, buying an estimated $119K and bringing the position to 40,000 shares worth $2.57M. The position accounts for 1.44% of the portfolio, ranked #18.

Refined Wealth Management first reported a position in REMX in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.4M in Q2 2026. 56 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

  • Refined Wealth Management held 40,000 shares of VanEck Rare Earth/Strategic Metals ETF worth $2.57M as of Q3 2026.
  • Refined Wealth Management bought 1,611 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2026, an estimated $119K.
  • VanEck Rare Earth/Strategic Metals ETF made up 1.44% of Refined Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Refined Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2026 and has held it in 3 quarters since.
  • Refined Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $3.4M in Q2 2026.
  • 56 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.