Apella Capital’s Anavex Life Sciences AVXL Stock Holding History

Apella Capital’s Portfolio AVXL Stock Details AVXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$618K	Buy	227,995 +74,989	+49%	+$222K	0.01%	434
2026 Q1	$557K	Buy	153,006 +15,000	+11%	+$65K	0.01%	445
2025 Q4	$491K	Buy	138,006 +38,482	+39%	+$236K	0.01%	364
2025 Q3	$897K	Buy	99,524 +969	+1%	+$9.83K	0.02%	263
2025 Q2	$985K	Hold	98,555	–	–	0.03%	220
2025 Q1	$859K	Buy	+98,555	New	+$931K	0.03%	202
2022 Q4	–	Sell	-10,100	Closed	-$104K	–	235
2022 Q3	$104K	Hold	10,100	–	–	0.01%	208
2022 Q2	$101K	Hold	10,100	–	–	0.01%	214
2022 Q1	$124K	Buy	+10,100	New	+$124K	0.02%	207

Other funds holding AVXL

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Apella Capital's AVXL Position: Q2 2026 in Review

Apella Capital increased its Anavex Life Sciences (AVXL) stake by 49% in Q2 2026, buying an estimated $222K and bringing the position to 227,995 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #434.

Apella Capital first reported a position in AVXL in Q1 2022 and has held it in 9 quarters since. The position peaked at $985K in Q2 2025. 13 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

Apella Capital held 227,995 shares of Anavex Life Sciences worth $618K as of Q2 2026.
Apella Capital bought 74,989 Anavex Life Sciences shares in Q2 2026, an estimated $222K.
Anavex Life Sciences made up 0.01% of Apella Capital's portfolio in Q2 2026, its #434 holding.
Apella Capital first reported a position in Anavex Life Sciences in Q1 2022 and has held it in 9 quarters since.
Apella Capital's Anavex Life Sciences position peaked at $985K in Q2 2025.
13 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.