Roxbury Financial
REMX icon

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

Roxbury Financial’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 		– Sell
-1,633
Closed -$121K – 426
2026
Q2 		$145K Buy
1,633
+307
+23% +$29.8K 0.11% 122
2026
Q1 		$117K Buy
+1,326
New +$119K 0.1% 128

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
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Roxbury Financial's REMX Position: Q3 2026 in Review

Roxbury Financial sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2026, closing a stake of 1,633 shares — an estimated $121K sold.

Roxbury Financial first reported a position in REMX in Q1 2026 and held it in 2 quarters. The position peaked at $145K in Q2 2026. 100 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

  • Roxbury Financial reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2026 after selling out during the quarter.
  • Roxbury Financial sold 1,633 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2026, an estimated $121K.
  • Roxbury Financial first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2026 and held it in 2 quarters.
  • Roxbury Financial's VanEck Rare Earth/Strategic Metals ETF position peaked at $145K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.