Apella Capital
AVXL icon

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
Q3 		$341K Sell
223,006
-4,989
-2% -$13.8K ﹤0.01% 597
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% +$9.8K 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

PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Hikari Power
Hikari Power Tokyo, Japan $439M AUM 11.38% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Apella Capital's AVXL Position: Q3 2026 in Review

Apella Capital reduced its Anavex Life Sciences (AVXL) stake by 2.2% in Q3 2026, selling an estimated $13.8K and leaving 223,006 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Apella Capital first reported a position in AVXL in Q1 2022 and has held it in 10 quarters since. The position peaked at $985K in Q2 2025. 49 funds tracked by Wall St. Rank hold AVXL as of Q3 2026.

  • Apella Capital held 223,006 shares of Anavex Life Sciences worth $341K as of Q3 2026.
  • Apella Capital sold 4,989 Anavex Life Sciences shares in Q3 2026, an estimated $13.8K.
  • Anavex Life Sciences made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #597 holding.
  • Apella Capital first reported a position in Anavex Life Sciences in Q1 2022 and has held it in 10 quarters since.
  • Apella Capital's Anavex Life Sciences position peaked at $985K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.