True Wealth Design’s REX American Resources REX Stock Holding History

True Wealth Design’s Portfolio REX Stock Details REX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.28K	Buy	117 +9	+8%	+$416	﹤0.01%	1301
2026 Q1	$4.92K	Hold	108	–	–	﹤0.01%	1217
2025 Q4	$3.49K	Hold	108	–	–	﹤0.01%	1235
2025 Q3	$3.31K	Hold	108	–	–	﹤0.01%	1266
2025 Q2	$2.63K	Buy	108 +96	+800%	+$2.02K	﹤0.01%	1064
2025 Q1	$226	Buy	12 +2	+20%	+$40	﹤0.01%	1899
2024 Q4	$209	Sell	10 -296	-97%	-$6.54K	﹤0.01%	1216
2024 Q3	$7.08K	Buy	+306	New	+$6.97K	﹤0.01%	491

Other funds holding REX

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's REX Position: Q2 2026 in Review

True Wealth Design increased its REX American Resources (REX) stake by 8.3% in Q2 2026, buying an estimated $416 and bringing the position to 117 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

True Wealth Design first reported a position in REX in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.08K in Q3 2024. 16 funds tracked by Wall St. Rank hold REX as of Q2 2026.

True Wealth Design held 117 shares of REX American Resources worth $5.28K as of Q2 2026.
True Wealth Design bought 9 REX American Resources shares in Q2 2026, an estimated $416.
REX American Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1301 holding.
True Wealth Design first reported a position in REX American Resources in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's REX American Resources position peaked at $7.08K in Q3 2024.
16 funds tracked by Wall St. Rank held REX American Resources as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.