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 Q2	$225K	Sell	2,546 -145	-5%	-$14.1K	0.03%	317
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Walkner Condon Financial Advisors's REMX Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 5.4% in Q2 2026, selling an estimated $14.1K and leaving 2,546 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #317.

Walkner Condon Financial Advisors first reported a position in REMX in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q1 2022. 360 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Walkner Condon Financial Advisors held 2,546 shares of VanEck Rare Earth/Strategic Metals ETF worth $225K as of Q2 2026.
Walkner Condon Financial Advisors sold 145 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $14.1K.
VanEck Rare Earth/Strategic Metals ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #317 holding.
Walkner Condon Financial Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2022 and has held it in 15 quarters since.
Walkner Condon Financial Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $2.37M in Q1 2022.
360 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.