Whitcomb & Hess’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Whitcomb & Hess’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 Q3	$209K	Sell	3,245 -963	-23%	-$71.1K	0.04%	61
2026 Q2	$372K	Sell	4,208 -644	-13%	-$62.6K	0.08%	44
2026 Q1	$427K	Hold	4,852	–	–	0.1%	41
2025 Q4	$433K	Hold	4,852	–	–	0.1%	42
2025 Q3	$319K	Sell	4,852 -3,351	-41%	-$186K	0.08%	45
2025 Q2	$333K	Buy	+8,203	New	+$313K	0.09%	43

Other funds holding REMX

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Whitcomb & Hess's REMX Position: Q3 2026 in Review

Whitcomb & Hess reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 23% in Q3 2026, selling an estimated $71.1K and leaving 3,245 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #61.

Whitcomb & Hess first reported a position in REMX in Q2 2025 and has held it in 6 quarters since. The position peaked at $433K in Q4 2025. 137 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

Whitcomb & Hess held 3,245 shares of VanEck Rare Earth/Strategic Metals ETF worth $209K as of Q3 2026.
Whitcomb & Hess sold 963 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2026, an estimated $71.1K.
VanEck Rare Earth/Strategic Metals ETF made up 0.04% of Whitcomb & Hess's portfolio in Q3 2026, its #61 holding.
Whitcomb & Hess first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2025 and has held it in 6 quarters since.
Whitcomb & Hess's VanEck Rare Earth/Strategic Metals ETF position peaked at $433K in Q4 2025.
137 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.