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 Q3	–	Sell	-2,791	Closed	-$247K	–	1237
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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sowell Financial Services's REMX Position: Q3 2026 in Review

Sowell Financial Services sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2026, closing a stake of 2,791 shares — an estimated $247K sold.

Sowell Financial Services first reported a position in REMX in Q3 2019 and held it in 13 quarters. The position peaked at $1.98M in Q4 2025. 100 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

Sowell Financial Services reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q3 2026 after selling out during the quarter.
Sowell Financial Services sold 2,791 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2026, an estimated $247K.
Sowell Financial Services first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2019 and held it in 13 quarters.
Sowell Financial Services's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.98M in Q4 2025.
100 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.