Creative Planning
AVXL icon

Creative Planning’s Anavex Life Sciences AVXL Stock Holding History

Creative Planning’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
Q1 		$333K Buy
108,349
+35,604
+49% +$154K ﹤0.01% 3342
2025
Q4 		$259K Sell
72,745
-4,388
-6% -$26.9K ﹤0.01% 3347
2025
Q3 		$686K Buy
77,133
+18,217
+31% +$185K ﹤0.01% 2451
2025
Q2 		$543K Buy
58,916
+8,513
+17% +$72.7K ﹤0.01% 2399
2025
Q1 		$432K Buy
50,403
+6,453
+15% +$60.9K ﹤0.01% 2423
2024
Q4 		$472K Buy
43,950
+4,079
+10% +$31.4K ﹤0.01% 2277
2024
Q3 		$226K Buy
39,871
+14,010
+54% +$80.8K ﹤0.01% 2742
2024
Q2 		$109K Buy
25,861
+1,730
+7% +$7K ﹤0.01% 2825
2024
Q1 		$123K Buy
24,131
+5,576
+30% +$31.4K ﹤0.01% 2668
2023
Q4 		$173K Buy
18,555
+6,778
+58% +$46.7K ﹤0.01% 2473
2023
Q3 		$77.1K Sell
11,777
-1,159
-9% -$9.22K ﹤0.01% 2426
2023
Q2 		$105K Sell
12,936
-178
-1% -$1.52K ﹤0.01% 2337
2023
Q1 		$112K Sell
13,114
-688
-5% -$6.87K ﹤0.01% 2241
2022
Q4 		$128K Sell
13,802
-6,113
-31% -$65.3K ﹤0.01% 2115
2022
Q3 		$206K Sell
19,915
-16,000
-45% -$169K ﹤0.01% 1896
2022
Q2 		$360K Buy
35,915
+2,700
+8% +$25.6K ﹤0.01% 1490
2022
Q1 		$409K Buy
33,215
+12,700
+62% +$156K ﹤0.01% 1439
2021
Q4 		$356K Buy
+20,515
New +$390K ﹤0.01% 1508
2021
Q2 		– Sell
-17,750
Closed -$265K – 2109
2021
Q1 		$265K Buy
+17,750
New +$194K ﹤0.01% 1866
2017
Q3 		– Sell
-2,280
Closed -$12K – 2025
2017
Q2 		$12K Hold
2,280
– – ﹤0.01% 3495
2017
Q1 		$13K Sell
2,280
-200
-8% -$1.03K ﹤0.01% 3406
2016
Q4 		$10K Buy
2,480
+200
+9% +$713 ﹤0.01% 3536
2016
Q3 		$8K Sell
2,280
-9,500
-81% -$40K ﹤0.01% 3625
2016
Q2 		$72K Hold
11,780
– – ﹤0.01% 1875
2016
Q1 		$58K Sell
11,780
-940
-7% -$4.13K ﹤0.01% 1987
2015
Q4 		$71K Buy
+12,720
New +$90.5K ﹤0.01% 1839

Other funds holding AVXL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's AVXL Position: Q1 2026 in Review

Creative Planning increased its Anavex Life Sciences (AVXL) stake by 49% in Q1 2026, buying an estimated $154K and bringing the position to 108,349 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Creative Planning first reported a position in AVXL in Q4 2015 and has held it in 26 quarters since. The position peaked at $686K in Q3 2025. 190 funds tracked by Wall St. Rank hold AVXL as of Q1 2026.

  • Creative Planning held 108,349 shares of Anavex Life Sciences worth $333K as of Q1 2026.
  • Creative Planning bought 35,604 Anavex Life Sciences shares in Q1 2026, an estimated $154K.
  • Anavex Life Sciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3342 holding.
  • Creative Planning first reported a position in Anavex Life Sciences in Q4 2015 and has held it in 26 quarters since.
  • Creative Planning's Anavex Life Sciences position peaked at $686K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.