Strategic Wealth Investment Group’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Strategic Wealth Investment Group’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
2023 Q4	$611K	Buy	9,929 +5	+0.1%	+$295	0.09%	71
2023 Q3	$658K	Buy	9,924 +26	+0.3%	+$1.98K	0.12%	62
2023 Q2	$823K	Buy	9,898 +180	+2%	+$14.8K	0.13%	75
2023 Q1	$793K	Buy	9,718 +757	+8%	+$64.5K	0.15%	76
2022 Q4	$775K	Buy	8,961 +426	+5%	+$37.2K	0.18%	60
2022 Q3	$711K	Buy	8,535 +538	+7%	+$49.8K	0.2%	57
2022 Q2	$694K	Sell	7,997 -1,101	-12%	-$108K	0.17%	84
2022 Q1	$1.08M	Buy	9,098 +956	+12%	+$103K	0.26%	53
2021 Q4	$913K	Buy	8,142 +4	+0%	+$456	0.24%	54
2021 Q3	$838K	Buy	8,138 +1,202	+17%	+$128K	0.25%	54
2021 Q2	$589K	Buy	6,936 +1,475	+27%	+$119K	0.21%	53
2021 Q1	$409K	Sell	5,461 -334	-6%	-$26.5K	0.2%	54
2020 Q4	$381K	Sell	5,795 -21	-0.4%	-$1.05K	0.22%	60
2020 Q3	$219K	Buy	+5,816	New	+$235K	0.16%	77

Other funds holding REMX

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

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIM

Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Strategic Wealth Investment Group's REMX Position: Q4 2023 in Review

Strategic Wealth Investment Group increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 0.05% in Q4 2023, buying an estimated $295 and bringing the position to 9,929 shares worth $611K. The position accounts for 0.09% of the portfolio, ranked #71.

Strategic Wealth Investment Group first reported a position in REMX in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2022. 132 funds tracked by Wall St. Rank hold REMX as of Q4 2023.

Strategic Wealth Investment Group held 9,929 shares of VanEck Rare Earth/Strategic Metals ETF worth $611K as of Q4 2023.
Strategic Wealth Investment Group bought 5 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2023, an estimated $295.
VanEck Rare Earth/Strategic Metals ETF made up 0.09% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #71 holding.
Strategic Wealth Investment Group first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2020 and has held it in 14 quarters since.
Strategic Wealth Investment Group's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.08M in Q1 2022.
132 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.