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

Waverly 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 		$349K Buy
3,943
+1,576
+67% +$153K ﹤0.01% 1334
2026
Q1 		$208K Buy
+2,367
New +$213K ﹤0.01% 1473

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

Waverly Advisors's REMX Position: Q2 2026 in Review

Waverly Advisors increased its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 67% in Q2 2026, buying an estimated $153K and bringing the position to 3,943 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Waverly Advisors first reported a position in REMX in Q1 2026 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

  • Waverly Advisors held 3,943 shares of VanEck Rare Earth/Strategic Metals ETF worth $349K as of Q2 2026.
  • Waverly Advisors bought 1,576 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $153K.
  • VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1334 holding.
  • Waverly Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2026 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.