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Essential Partners’s Anavex Life Sciences AVXL Stock Holding History

Essential Partners’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 		$1.36K Sell
673
-810
-55% -$2.24K ﹤0.01% 2068
2026
Q2 		$3.84K Buy
1,483
+334
+29% +$988 ﹤0.01% 1663
2026
Q1 		$3.53K Buy
1,149
+1,139
+11,390% +$4.93K ﹤0.01% 1750
2025
Q4 		$36 Buy
+10
New +$61 ﹤0.01% 2676

Other funds holding AVXL

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's AVXL Position: Q3 2026 in Review

Essential Partners reduced its Anavex Life Sciences (AVXL) stake by 55% in Q3 2026, selling an estimated $2.24K and leaving 673 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Essential Partners first reported a position in AVXL in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.84K in Q2 2026. 14 funds tracked by Wall St. Rank hold AVXL as of Q3 2026.

  • Essential Partners held 673 shares of Anavex Life Sciences worth $1.36K as of Q3 2026.
  • Essential Partners sold 810 Anavex Life Sciences shares in Q3 2026, an estimated $2.24K.
  • Anavex Life Sciences made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2068 holding.
  • Essential Partners first reported a position in Anavex Life Sciences in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Anavex Life Sciences position peaked at $3.84K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.