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

Spire 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 Q1	$55.4K	Buy	630 +93	+17%	+$8.37K	﹤0.01%	1143
2025 Q4	$39.7K	Buy	+537	New	+$38.5K	﹤0.01%	1250
2024 Q4	–	Sell	-701	Closed	-$32.3K	–	2509
2024 Q3	$32.3K	Buy	+701	New	+$28.6K	﹤0.01%	1273
2024 Q1	–	Sell	-185	Closed	-$9.19K	–	2382
2023 Q4	$9.19K	Hold	185	–	–	﹤0.01%	1778
2023 Q3	$12.3K	Hold	185	–	–	﹤0.01%	1664
2023 Q2	$15.4K	Hold	185	–	–	﹤0.01%	1677
2023 Q1	$15.1K	Sell	185 -20	-10%	-$1.7K	﹤0.01%	1719
2022 Q4	$16K	Buy	205 +3	+1%	+$262	﹤0.01%	1465
2022 Q3	$17K	Buy	202 +20	+11%	+$1.85K	﹤0.01%	1392
2022 Q2	$16K	Hold	182	–	–	﹤0.01%	1759
2022 Q1	$22K	Buy	+182	New	+$19.6K	﹤0.01%	1776
2021 Q2	–	Sell	-125	Closed	-$9K	–	2897
2021 Q1	$9K	Buy	+125	New	+$9.92K	﹤0.01%	2451

Other funds holding REMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $1.38B AUM

CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return