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Sterling Investment Advisors (Pennsylvania)’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$4.78M Buy
54,040
+1,385
+3% +$135K 0.8% 35
2026
Q1 		$4.63M Buy
52,655
+12,145
+30% +$1.09M 0.84% 35
2025
Q4 		$2.99M Buy
+40,510
New +$2.91M 0.55% 56
2022
Q3 		– Sell
-19
Closed -$2K – 406
2022
Q2 		$2K Hold
19
– – ﹤0.01% 511
2022
Q1 		$2K Hold
19
– – ﹤0.01% 541
2021
Q4 		$2K Hold
19
– – ﹤0.01% 535
2021
Q3 		$2K Buy
+19
New +$2.02K ﹤0.01% 539

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

Sterling Investment Advisors (Pennsylvania)'s REMX Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 2.6% in Q2 2026, buying an estimated $135K and bringing the position to 54,040 shares worth $4.78M. The position accounts for 0.8% of the portfolio, ranked #35.

Sterling Investment Advisors (Pennsylvania) first reported a position in REMX in Q3 2021 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 54,040 shares of VanEck Rare Earth/Strategic Metals ETF worth $4.78M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 1,385 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $135K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.8% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #35 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2021 and has held it in 7 quarters since.
  • 154 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.