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Valeo Financial Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Valeo Financial Advisors’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 		– Sell
-2,463
Closed -$217K – 874
2026
Q1 		$217K Buy
+2,463
New +$222K 0.01% 664

Other funds holding REMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Valeo Financial Advisors's REMX Position: Q2 2026 in Review

Valeo Financial Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q2 2026, closing a stake of 2,463 shares — an estimated $217K sold.

Valeo Financial Advisors first reported a position in REMX in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Valeo Financial Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,463 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $217K.
  • Valeo Financial Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2026 and held it in 1 quarter.
  • Valeo Financial Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $217K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.