Apella Capital’s Opportunistic Trader ETF WZRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-10,000
Closed -$117K 742
2026
Q1
$117K Hold
10,000
﹤0.01% 661
2025
Q4
$220K Buy
+10,000
New +$245K ﹤0.01% 499

Apella Capital's WZRD Position: Q2 2026 in Review

Apella Capital sold out of Opportunistic Trader ETF (WZRD) in Q2 2026, closing a stake of 10,000 shares — an estimated $117K sold.

Apella Capital first reported a position in WZRD in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 0 funds tracked by Wall St. Rank hold WZRD as of Q2 2026.

  • Apella Capital reported no remaining Opportunistic Trader ETF position as of Q2 2026 after selling out during the quarter.
  • Apella Capital sold 10,000 Opportunistic Trader ETF shares in Q2 2026, an estimated $117K.
  • Apella Capital first reported a position in Opportunistic Trader ETF in Q4 2025 and held it in 2 quarters.
  • Apella Capital's Opportunistic Trader ETF position peaked at $220K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Opportunistic Trader ETF as of Q2 2026.

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