AC
SLI

Apella Capital’s Standard Lithium SLI Stock Holding History

Apella Capital’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,909
Closed -$53.1K – 733
2026
Q1 		$53.1K Buy
13,909
+3,909
+39% +$17.5K ﹤0.01% 673
2025
Q4 		$44.7K Hold
10,000
– – ﹤0.01% 528
2025
Q3 		$53.9K Hold
10,000
– – ﹤0.01% 471
2025
Q2 		$22.7K Hold
10,000
– – ﹤0.01% 422
2025
Q1 		$11.9K Hold
10,000
– – ﹤0.01% 386
2024
Q4 		$14.6K Hold
10,000
– – ﹤0.01% 341
2024
Q3 		$16.3K Hold
10,000
– – ﹤0.01% 320
2024
Q2 		$12.1K Hold
10,000
– – ﹤0.01% 307
2024
Q1 		$12.3K Hold
10,000
– – ﹤0.01% 294
2023
Q4 		$19.3K Hold
10,000
– – ﹤0.01% 291
2023
Q3 		$28.3K Hold
10,000
– – ﹤0.01% 259
2023
Q2 		$45K Buy
+10,000
New +$38.9K ﹤0.01% 256
2022
Q4 		$29.5K Hold
10,000
– – ﹤0.01% 234
2022
Q3 		$43K Hold
10,000
– – 0.01% 213
2022
Q2 		$42K Buy
+10,000
New +$59.2K 0.01% 216
2022
Q1 		– Sell
-10,000
Closed -$98K – 221
2021
Q4 		$98K Buy
+10,000
New +$97.9K 0.01% 202

Other funds holding SLI

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Apella Capital's SLI Position: Q2 2026 in Review

Apella Capital sold out of Standard Lithium (SLI) in Q2 2026, closing a stake of 13,909 shares — an estimated $53.1K sold.

Apella Capital first reported a position in SLI in Q4 2021 and held it in 16 quarters. The position peaked at $98K in Q4 2021. 39 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

  • Apella Capital reported no remaining Standard Lithium position as of Q2 2026 after selling out during the quarter.
  • Apella Capital sold 13,909 Standard Lithium shares in Q2 2026, an estimated $53.1K.
  • Apella Capital first reported a position in Standard Lithium in Q4 2021 and held it in 16 quarters.
  • Apella Capital's Standard Lithium position peaked at $98K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

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