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

Sowell Financial Services’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 		$247K Buy
2,791
+321
+13% +$31.2K 0.01% 964
2026
Q1 		$217K Sell
2,470
-24,275
-91% -$2.19M 0.01% 1004
2025
Q4 		$1.98M Buy
+26,745
New +$1.92M 0.07% 284
2025
Q1 		– Sell
-30,350
Closed -$1.18M – 1034
2024
Q4 		$1.18M Sell
30,350
-11,100
-27% -$506K 0.06% 291
2024
Q3 		$1.91M Buy
+41,450
New +$1.69M 0.09% 244
2022
Q1 		– Sell
-13,461
Closed -$1.51M – 429
2021
Q4 		$1.51M Buy
+13,461
New +$1.53M 0.09% 253
2021
Q2 		– Sell
-203
Closed -$17K – 2227
2021
Q1 		$17K Sell
203
-238
-54% -$18.9K ﹤0.01% 2120
2020
Q4 		$29K Hold
441
– – ﹤0.01% 1594
2020
Q3 		$17K Hold
441
– – ﹤0.01% 1637
2020
Q2 		$15K Sell
441
-1
-0.2% -$32 ﹤0.01% 1555
2020
Q1 		$12K Buy
442
+239
+118% +$8.6K ﹤0.01% 1563
2019
Q4 		$8K Buy
203
+3
+2% +$114 ﹤0.01% 1767
2019
Q3 		$8K Buy
+200
New +$8.07K ﹤0.01% 1608

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

Sowell Financial Services's REMX Position: Q2 2026 in Review

Sowell Financial Services increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 13% in Q2 2026, buying an estimated $31.2K and bringing the position to 2,791 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #964.

Sowell Financial Services first reported a position in REMX in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.98M in Q4 2025. 154 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Sowell Financial Services held 2,791 shares of VanEck Rare Earth/Strategic Metals ETF worth $247K as of Q2 2026.
  • Sowell Financial Services bought 321 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $31.2K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #964 holding.
  • Sowell Financial Services first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.98M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.