Winch Advisory Services’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Winch Advisory Services’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	$6.88K	Hold	78	–	–	﹤0.01%	346
2025 Q4	$5.78K	Buy	78 +1	+1%	+$72	﹤0.01%	352
2025 Q3	$5.06K	Hold	77	–	–	﹤0.01%	358
2025 Q2	$3.12K	Hold	77	–	–	﹤0.01%	377
2025 Q1	$3.04K	Hold	77	–	–	﹤0.01%	381
2024 Q4	$3K	Buy	77 +2	+3%	+$91	﹤0.01%	410
2024 Q3	$3.46K	Hold	75	–	–	﹤0.01%	344
2024 Q2	$3.19K	Hold	75	–	–	﹤0.01%	348
2024 Q1	$3.85K	Hold	75	–	–	﹤0.01%	329
2023 Q4	$4.62K	Hold	75	–	–	﹤0.01%	308
2023 Q3	$5K	Buy	+75	New	+$5.71K	﹤0.01%	304

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