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

TCFG 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 		$2.4M Sell
27,297
-6,990
-20% -$629K 0.9% 24
2025
Q4 		$2.54M Buy
34,287
+5,974
+21% +$428K 0.99% 19
2025
Q3 		$1.86M Buy
+28,313
New +$1.57M 0.73% 31

Other funds holding REMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RH
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.38B AUM
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCFG Wealth Management's REMX Position: Q1 2026 in Review

TCFG Wealth Management reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 20% in Q1 2026, selling an estimated $629K and leaving 27,297 shares worth $2.4M. The position accounts for 0.9% of the portfolio, ranked #24.

TCFG Wealth Management first reported a position in REMX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q4 2025. 323 funds tracked by Wall St. Rank hold REMX as of Q1 2026.

  • TCFG Wealth Management held 27,297 shares of VanEck Rare Earth/Strategic Metals ETF worth $2.4M as of Q1 2026.
  • TCFG Wealth Management sold 6,990 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2026, an estimated $629K.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.9% of TCFG Wealth Management's portfolio in Q1 2026, its #24 holding.
  • TCFG Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2025 and has held it in 3 quarters since.
  • TCFG Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $2.54M in Q4 2025.
  • 323 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.