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True Wealth Design’s Anavex Life Sciences AVXL Stock Holding History

True Wealth Design’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 		$99 Sell
49
-160
-77% -$443 ﹤0.01% 2442
2026
Q2 		$542 Buy
209
+41
+24% +$121 ﹤0.01% 2181
2026
Q1 		$516 Buy
168
+165
+5,500% +$715 ﹤0.01% 2039
2025
Q4 		$11 Buy
+3
New +$18 ﹤0.01% 2514

Other funds holding AVXL

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
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
BWM
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

True Wealth Design's AVXL Position: Q3 2026 in Review

True Wealth Design reduced its Anavex Life Sciences (AVXL) stake by 77% in Q3 2026, selling an estimated $443 and leaving 49 shares worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

True Wealth Design first reported a position in AVXL in Q4 2025 and has held it in 4 quarters since. The position peaked at $542 in Q2 2026. 20 funds tracked by Wall St. Rank hold AVXL as of Q3 2026.

  • True Wealth Design held 49 shares of Anavex Life Sciences worth $99 as of Q3 2026.
  • True Wealth Design sold 160 Anavex Life Sciences shares in Q3 2026, an estimated $443.
  • Anavex Life Sciences made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2442 holding.
  • True Wealth Design first reported a position in Anavex Life Sciences in Q4 2025 and has held it in 4 quarters since.
  • True Wealth Design's Anavex Life Sciences position peaked at $542 in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.