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

Walkner Condon 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 Q1	$237K	Sell	2,691 -185	-6%	-$16.7K	0.03%	285
2025 Q4	$213K	Buy	+2,876	New	+$206K	0.03%	292
2025 Q1	–	Sell	-9,251	Closed	-$361K	–	293
2024 Q4	$361K	Sell	9,251 -1,111	-11%	-$50.7K	0.07%	193
2024 Q3	$478K	Sell	10,362 -18,875	-65%	-$769K	0.1%	162
2024 Q2	$1.24M	Buy	29,237 +4,325	+17%	+$220K	0.27%	82
2024 Q1	$1.28M	Sell	24,912 -6,516	-21%	-$332K	0.27%	81
2023 Q4	$1.93M	Buy	31,428 +5,453	+21%	+$322K	0.44%	61
2023 Q3	$1.72M	Buy	25,975 +2,160	+9%	+$164K	0.46%	57
2023 Q2	$1.98M	Sell	23,815 -1,620	-6%	-$133K	0.52%	45
2023 Q1	$2.07M	Buy	25,435 +3,459	+16%	+$295K	0.58%	41
2022 Q4	$1.67M	Buy	21,976 +573	+3%	+$50.1K	0.5%	45
2022 Q3	$1.78M	Sell	21,403 -160	-0.7%	-$14.8K	0.57%	40
2022 Q2	$1.87M	Buy	21,563 +1,545	+8%	+$152K	0.59%	41
2022 Q1	$2.37M	Buy	+20,018	New	+$2.15M	0.67%	36

Other funds holding REMX

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $1.38B AUM

CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return