RFP
REMX icon

Root Financial Partners’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Root Financial Partners’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 		– Sell
-205
Closed -$18K – 2538
2026
Q1 		$18K Buy
+205
New +$18.5K ﹤0.01% 1379

Other funds holding REMX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Root Financial Partners's REMX Position: Q2 2026 in Review

Root Financial Partners sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2026, closing a stake of 205 shares — an estimated $18K sold.

Root Financial Partners first reported a position in REMX in Q1 2026 and held it in 1 quarter. The position peaked at $18K in Q1 2026. 145 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Root Financial Partners reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 205 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $18K.
  • Root Financial Partners first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's VanEck Rare Earth/Strategic Metals ETF position peaked at $18K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.