VisionPoint Advisory Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

VisionPoint Advisory Group’s Portfolio REM Stock Details REM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.44M	Sell	201,161 -7,632	-4%	-$169K	0.72%	31
2026 Q1	$4.48M	Buy	208,793 +609	+0.3%	+$13.7K	0.84%	23
2025 Q4	$4.62M	Sell	208,184 -317	-0.2%	-$7.05K	0.9%	21
2025 Q3	$4.58M	Buy	208,501 +5,106	+3%	+$114K	0.91%	22
2025 Q2	$4.35M	Sell	203,395 -7,275	-3%	-$153K	0.95%	22
2025 Q1	$4.73M	Buy	210,670 +9,326	+5%	+$210K	1.62%	13
2024 Q4	$4.32M	Sell	201,344 -21,368	-10%	-$485K	1.48%	13
2024 Q3	$5.28M	Buy	222,712 +2,082	+0.9%	+$48.9K	1.78%	9
2024 Q2	$4.89M	Sell	220,630 -19,674	-8%	-$439K	1.74%	9
2024 Q1	$5.58M	Sell	240,304 -69,015	-22%	-$1.56M	2.01%	4
2023 Q4	$7.3M	Sell	309,319 -83,193	-21%	-$1.84M	2.69%	5
2023 Q3	$8.77M	Sell	392,512 -18,969	-5%	-$451K	3.76%	2
2023 Q2	$9.71M	Buy	411,481 +25,174	+7%	+$551K	3.97%	3
2023 Q1	$7.91M	Sell	386,307 -81,108	-17%	-$1.94M	3.49%	4
2022 Q4	$11.9M	Buy	+467,415	New	+$10.9M	4.93%	3
2022 Q3	–	Sell	-8,212	Closed	-$248K	–	104
2022 Q2	$248K	Sell	8,212 -19,004	-70%	-$562K	0.1%	89
2022 Q1	$796K	Buy	27,216 +7,648	+39%	+$252K	0.37%	50
2021 Q4	$643K	Buy	+19,568	New	+$715K	0.28%	61

Other funds holding REM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return